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
201
$2.37M 0.09%
43,995
+623
202
$2.34M 0.09%
62,341
+176
203
$2.3M 0.08%
23,891
+338
204
$2.18M 0.08%
11,514
+560
205
$2.15M 0.08%
250,412
+3,504
206
$2.15M 0.08%
40,145
+844
207
$2.11M 0.08%
54,358
+4,982
208
$2.11M 0.08%
40,734
+666
209
$2.08M 0.08%
34,348
-927
210
$2.05M 0.07%
28,461
+583
211
$2.03M 0.07%
15,868
+225
212
$2.02M 0.07%
100,970
+5,983
213
$2.02M 0.07%
21,538
+4,677
214
$2.01M 0.07%
23,277
+330
215
$2.01M 0.07%
130,360
+1,142
216
$2M 0.07%
201,835
-5,352
217
$1.97M 0.07%
14,821
218
$1.91M 0.07%
41,180
+585
219
$1.89M 0.07%
66,002
+938
220
$1.88M 0.07%
11,837
-200
221
$1.88M 0.07%
13,915
222
$1.86M 0.07%
100,428
+1,427
223
$1.82M 0.07%
39,841
+560
224
$1.8M 0.07%
21,244
+400
225
$1.77M 0.06%
29,097
+414
7 8
9
10 11