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
$2.74B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.19M
3
+$8.47M
4
META icon
Meta Platforms (Facebook)
META
+$7.51M
5
APH icon
Amphenol
APH
+$7.35M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.83M
4
DD
Du Pont De Nemours E I
DD
+$9.48M
5
AAPL icon
Apple
AAPL
+$8.58M

Sector Composition

1 Financials 11.56%
2 Healthcare 10.66%
3 Technology 9.74%
4 Industrials 9.15%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.8M 0.21%
100,048
-2,555
127
$5.75M 0.21%
90,566
-795
128
$5.54M 0.2%
212,541
-8,229
129
$5.32M 0.19%
40,235
-561
130
$5.09M 0.19%
53,257
-1,775
131
$5.04M 0.18%
49,180
+1,513
132
$5.04M 0.18%
70,626
-894
133
$5.02M 0.18%
40,639
+6,912
134
$4.98M 0.18%
268,920
+9,720
135
$4.97M 0.18%
71,512
+11,476
136
$4.95M 0.18%
66,686
+82
137
$4.88M 0.18%
117,656
+14,142
138
$4.84M 0.18%
32,418
+100
139
$4.65M 0.17%
137,805
+5,526
140
$4.61M 0.17%
83,742
+8,064
141
$4.6M 0.17%
38,841
+2,413
142
$4.57M 0.17%
58,924
+157
143
$4.49M 0.16%
93,986
-2,816
144
$4.41M 0.16%
73,852
-1,753
145
$4.4M 0.16%
41,262
+584
146
$4.36M 0.16%
38,953
+551
147
$4.33M 0.16%
24,206
+987
148
$4.3M 0.16%
202,195
-84,863
149
$4.29M 0.16%
30,341
-182
150
$4.26M 0.16%
38,091
-296
4 5
6
7 8