WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.63B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,723
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.9M
3
+$10.7M
4
LIN icon
Linde
LIN
+$10M
5
RTX icon
RTX Corp
RTX
+$6.14M

Top Sells

1
+$22.6M
2
+$11.1M
3
+$8.98M
4
NKE icon
Nike
NKE
+$7.84M
5
URI icon
United Rentals
URI
+$6.07M

Sector Composition

1 Technology 21.7%
2 Financials 12.26%
3 Healthcare 8.95%
4 Consumer Discretionary 8.06%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$8.16K ﹤0.01%
210
+95
1302
$8.05K ﹤0.01%
211
-211
1303
$7.92K ﹤0.01%
+128
1304
$7.8K ﹤0.01%
725
1305
$7.74K ﹤0.01%
292
1306
$7.71K ﹤0.01%
706
1307
$7.7K ﹤0.01%
244
-1
1308
$7.51K ﹤0.01%
+250
1309
$7.36K ﹤0.01%
201
1310
$7.24K ﹤0.01%
338
1311
$7.23K ﹤0.01%
294
1312
$7.22K ﹤0.01%
5,511
1313
$7.16K ﹤0.01%
898
1314
$7.13K ﹤0.01%
100
1315
$7.13K ﹤0.01%
89
1316
$7.03K ﹤0.01%
+384
1317
$6.99K ﹤0.01%
2,009
-11
1318
$6.98K ﹤0.01%
200
1319
$6.92K ﹤0.01%
394
1320
$6.82K ﹤0.01%
186
1321
$6.82K ﹤0.01%
92
-12
1322
$6.79K ﹤0.01%
5,800
1323
$6.79K ﹤0.01%
232
1324
$6.74K ﹤0.01%
310
1325
$6.73K ﹤0.01%
38
+2
51 52
53
54 55