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
151
$4.14M 0.15%
67,274
-1,509
152
$4.13M 0.15%
29,280
+175
153
$4.12M 0.15%
68,885
+1,906
154
$3.9M 0.14%
32,684
+1,310
155
$3.85M 0.14%
125,560
-1,958
156
$3.77M 0.14%
25,681
157
$3.77M 0.14%
76,522
-1,621
158
$3.76M 0.14%
82,514
-1,123
159
$3.75M 0.14%
72,167
-9,079
160
$3.67M 0.13%
246,248
+8,098
161
$3.66M 0.13%
18,412
+285
162
$3.65M 0.13%
31,004
-931
163
$3.6M 0.13%
142,030
+7,765
164
$3.55M 0.13%
96,828
+1,365
165
$3.55M 0.13%
96,896
+5,468
166
$3.45M 0.13%
18,462
+241
167
$3.45M 0.13%
89,322
-22,428
168
$3.44M 0.13%
24,158
+1,026
169
$3.44M 0.13%
29,783
-319
170
$3.38M 0.12%
10,903
+78
171
$3.38M 0.12%
26,418
+2,784
172
$3.32M 0.12%
26,551
+2,198
173
$3.13M 0.11%
44,368
+268
174
$3.12M 0.11%
30,344
+450
175
$3.11M 0.11%
23,023
+1,144
5 6
7
8 9