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
176
$3.04M 0.11%
43,514
-1,797
177
$2.99M 0.11%
87,745
+1,188
178
$2.95M 0.11%
166,388
+548
179
$2.95M 0.11%
71,520
+876
180
$2.94M 0.11%
23,447
+167
181
$2.94M 0.11%
2,235
+99
182
$2.88M 0.1%
59,404
+58,148
183
$2.85M 0.1%
48,847
-2,795
184
$2.8M 0.1%
26,816
+516
185
$2.77M 0.1%
26,127
-248
186
$2.74M 0.1%
21,862
+308
187
$2.7M 0.1%
55,154
-4,747
188
$2.69M 0.1%
47,902
-2,105
189
$2.69M 0.1%
30,405
+2,242
190
$2.65M 0.1%
23,648
+332
191
$2.64M 0.1%
29,422
+1,290
192
$2.63M 0.1%
47,718
+670
193
$2.51M 0.09%
23,528
+333
194
$2.5M 0.09%
28,407
+400
195
$2.49M 0.09%
13,369
+71
196
$2.47M 0.09%
41,857
+1,275
197
$2.47M 0.09%
51,115
+726
198
$2.46M 0.09%
47,357
+5,624
199
$2.43M 0.09%
77,479
+2,554
200
$2.41M 0.09%
15,162
+216
6 7
8
9 10