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
1626
$223 ﹤0.01%
+7
1627
$222 ﹤0.01%
+6
1628
$219 ﹤0.01%
+9
1629
$219 ﹤0.01%
+5
1630
$217 ﹤0.01%
+13
1631
$217 ﹤0.01%
100
1632
$210 ﹤0.01%
+4
1633
$204 ﹤0.01%
+16
1634
$202 ﹤0.01%
+5
1635
$201 ﹤0.01%
+7
1636
$186 ﹤0.01%
+2
1637
$183 ﹤0.01%
+4
1638
$178 ﹤0.01%
11
1639
$174 ﹤0.01%
+8
1640
$172 ﹤0.01%
+10
1641
$171 ﹤0.01%
23
1642
$156 ﹤0.01%
+14
1643
$156 ﹤0.01%
+2
1644
$139 ﹤0.01%
+15
1645
$133 ﹤0.01%
+15
1646
$131 ﹤0.01%
+1
1647
$128 ﹤0.01%
+3
1648
$127 ﹤0.01%
+6
1649
$119 ﹤0.01%
+3
1650
$114 ﹤0.01%
5