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
1401
$4.06K ﹤0.01%
241
-4
1402
$4.01K ﹤0.01%
+149
1403
$4K ﹤0.01%
33
1404
$3.98K ﹤0.01%
152
1405
$3.98K ﹤0.01%
60
1406
$3.96K ﹤0.01%
+115
1407
$3.93K ﹤0.01%
298
1408
$3.85K ﹤0.01%
127
1409
$3.84K ﹤0.01%
341
1410
$3.83K ﹤0.01%
340
1411
$3.81K ﹤0.01%
240
1412
$3.73K ﹤0.01%
+100
1413
$3.67K ﹤0.01%
156
+11
1414
$3.63K ﹤0.01%
61
1415
$3.57K ﹤0.01%
90
1416
$3.54K ﹤0.01%
101
1417
$3.54K ﹤0.01%
50
1418
$3.53K ﹤0.01%
110
1419
$3.43K ﹤0.01%
53
+10
1420
$3.42K ﹤0.01%
50
1421
$3.41K ﹤0.01%
234
-14
1422
$3.38K ﹤0.01%
+234
1423
$3.32K ﹤0.01%
194
+118
1424
$3.31K ﹤0.01%
602
1425
$3.28K ﹤0.01%
300
55 56
57
58 59