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
1451
$2.35K ﹤0.01%
1,262
1452
$2.32K ﹤0.01%
298
1453
$2.31K ﹤0.01%
423
+63
1454
$2.3K ﹤0.01%
95
1455
$2.29K ﹤0.01%
188
1456
$2.28K ﹤0.01%
1,946
1457
$2.28K ﹤0.01%
50
1458
$2.27K ﹤0.01%
43
1459
$2.25K ﹤0.01%
46
-50
1460
$2.24K ﹤0.01%
70
1461
$2.22K ﹤0.01%
15
1462
$2.12K ﹤0.01%
102
1463
$2.12K ﹤0.01%
40
1464
$2.12K ﹤0.01%
100
1465
$2.1K ﹤0.01%
100
1466
$2.05K ﹤0.01%
200
1467
$2K ﹤0.01%
201
1468
$1.97K ﹤0.01%
82
1469
$1.97K ﹤0.01%
250
-10
1470
$1.91K ﹤0.01%
+24
1471
$1.9K ﹤0.01%
+77
1472
$1.89K ﹤0.01%
22
1473
$1.88K ﹤0.01%
+9
1474
$1.88K ﹤0.01%
321
1475
$1.86K ﹤0.01%
150
57 58
59
60 61