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
1551
$700 ﹤0.01%
28
1552
$684 ﹤0.01%
+40
1553
$675 ﹤0.01%
+15
1554
$649 ﹤0.01%
+20
1555
$642 ﹤0.01%
18
+12
1556
$636 ﹤0.01%
7
1557
$633 ﹤0.01%
+19
1558
$621 ﹤0.01%
11
+4
1559
$616 ﹤0.01%
+22
1560
$593 ﹤0.01%
14
1561
$571 ﹤0.01%
+24
1562
$570 ﹤0.01%
300
1563
$569 ﹤0.01%
+14
1564
$560 ﹤0.01%
117
1565
$555 ﹤0.01%
66
1566
$551 ﹤0.01%
+46
1567
$551 ﹤0.01%
+12
1568
$550 ﹤0.01%
25
1569
$545 ﹤0.01%
+8
1570
$533 ﹤0.01%
113
1571
$526 ﹤0.01%
23
1572
$510 ﹤0.01%
+2
1573
$509 ﹤0.01%
+41
1574
$507 ﹤0.01%
20
1575
$503 ﹤0.01%
33
-925