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
1526
$890 ﹤0.01%
25
+7
1527
$887 ﹤0.01%
+12
1528
$881 ﹤0.01%
23
1529
$876 ﹤0.01%
+7
1530
$874 ﹤0.01%
+57
1531
$850 ﹤0.01%
200
1532
$849 ﹤0.01%
+17
1533
$847 ﹤0.01%
+14
1534
$845 ﹤0.01%
+14
1535
$837 ﹤0.01%
+22
1536
$826 ﹤0.01%
+25
1537
$821 ﹤0.01%
+110
1538
$817 ﹤0.01%
198
1539
$810 ﹤0.01%
74
1540
$803 ﹤0.01%
73
+36
1541
$800 ﹤0.01%
4
1542
$798 ﹤0.01%
+35
1543
$788 ﹤0.01%
31
-11
1544
$787 ﹤0.01%
37
1545
$784 ﹤0.01%
265
1546
$770 ﹤0.01%
+21
1547
$750 ﹤0.01%
55
1548
$748 ﹤0.01%
200
1549
$714 ﹤0.01%
507
+464
1550
$712 ﹤0.01%
+22