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
1351
$5.71K ﹤0.01%
+86
1352
$5.69K ﹤0.01%
1,441
1353
$5.68K ﹤0.01%
163
+23
1354
$5.65K ﹤0.01%
52
1355
$5.64K ﹤0.01%
175
1356
$5.6K ﹤0.01%
200
1357
$5.6K ﹤0.01%
28
+21
1358
$5.52K ﹤0.01%
4
+3
1359
$5.51K ﹤0.01%
307
1360
$5.48K ﹤0.01%
78
1361
$5.45K ﹤0.01%
50
1362
$5.45K ﹤0.01%
411
1363
$5.43K ﹤0.01%
+111
1364
$5.42K ﹤0.01%
72
1365
$5.36K ﹤0.01%
+99
1366
$5.33K ﹤0.01%
80
1367
$5.31K ﹤0.01%
+283
1368
$5.31K ﹤0.01%
581
1369
$5.3K ﹤0.01%
2,085
+121
1370
$5.3K ﹤0.01%
222
1371
$5.28K ﹤0.01%
67
1372
$5.24K ﹤0.01%
+272
1373
$5.21K ﹤0.01%
70
+39
1374
$5.09K ﹤0.01%
77
+6
1375
$5.07K ﹤0.01%
350