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
1326
$6.68K ﹤0.01%
150
1327
$6.58K ﹤0.01%
359
1328
$6.53K ﹤0.01%
51
1329
$6.5K ﹤0.01%
85
1330
$6.49K ﹤0.01%
+300
1331
$6.4K ﹤0.01%
317
1332
$6.4K ﹤0.01%
100
1333
$6.39K ﹤0.01%
648
1334
$6.32K ﹤0.01%
80
1335
$6.31K ﹤0.01%
+47
1336
$6.27K ﹤0.01%
67
+3
1337
$6.27K ﹤0.01%
600
1338
$6.16K ﹤0.01%
+48
1339
$6.14K ﹤0.01%
200
1340
$6.14K ﹤0.01%
412
1341
$6.14K ﹤0.01%
242
1342
$6.11K ﹤0.01%
107
1343
$6.06K ﹤0.01%
+92
1344
$5.97K ﹤0.01%
+30
1345
$5.96K ﹤0.01%
66
1346
$5.96K ﹤0.01%
83
+2
1347
$5.94K ﹤0.01%
30
1348
$5.9K ﹤0.01%
79
1349
$5.86K ﹤0.01%
846
1350
$5.82K ﹤0.01%
259