WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.11M
3
+$3.99M
4
AVGO icon
Broadcom
AVGO
+$3.86M
5
EQT icon
EQT Corp
EQT
+$3.79M

Top Sells

1
+$13.9M
2
+$5.19M
3
+$3.56M
4
MCK icon
McKesson
MCK
+$2.96M
5
JPM icon
JPMorgan Chase
JPM
+$2.82M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.96%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.19M 0.05%
14,289
+3,065
252
$1.17M 0.05%
32,000
253
$1.17M 0.05%
6,558
+64
254
$1.16M 0.05%
7,785
+355
255
$1.15M 0.05%
14,193
-23
256
$1.14M 0.05%
14,172
+47
257
$1.13M 0.05%
9,534
-2
258
$1.11M 0.05%
29,428
+1,341
259
$1.09M 0.04%
15,004
+684
260
$1.08M 0.04%
8,650
+131
261
$1.07M 0.04%
13,085
-20
262
$1.07M 0.04%
10,511
+4,996
263
$1.07M 0.04%
9,803
+1,582
264
$1.04M 0.04%
9,293
+72
265
$1.04M 0.04%
21,653
-147
266
$1M 0.04%
+8,900
267
$993K 0.04%
8,187
+1,073
268
$990K 0.04%
71,890
-1,772
269
$982K 0.04%
15,484
+1,582
270
$963K 0.04%
4,157
+125
271
$959K 0.04%
39,332
+21,162
272
$944K 0.04%
8,570
-127
273
$944K 0.04%
19,844
+904
274
$934K 0.04%
18,124
+2,281
275
$926K 0.04%
10,872
9 10
11
12 13