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
1426
$3.23K ﹤0.01%
63
1427
$3.23K ﹤0.01%
159
1428
$3.2K ﹤0.01%
193
1429
$3.18K ﹤0.01%
290
1430
$3.08K ﹤0.01%
+500
1431
$3.04K ﹤0.01%
67
1432
$3.01K ﹤0.01%
106
1433
$2.98K ﹤0.01%
75
1434
$2.81K ﹤0.01%
125
1435
$2.79K ﹤0.01%
248
+46
1436
$2.79K ﹤0.01%
50
1437
$2.78K ﹤0.01%
+18
1438
$2.74K ﹤0.01%
+38
1439
$2.65K ﹤0.01%
171
1440
$2.63K ﹤0.01%
75
1441
$2.57K ﹤0.01%
+30
1442
$2.52K ﹤0.01%
+30
1443
$2.51K ﹤0.01%
446
-2
1444
$2.51K ﹤0.01%
+153
1445
$2.49K ﹤0.01%
289
1446
$2.48K ﹤0.01%
149
1447
$2.45K ﹤0.01%
35
1448
$2.37K ﹤0.01%
24
1449
$2.36K ﹤0.01%
165
1450
$2.35K ﹤0.01%
88
+38
56 57
58
59 60