WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$9.73M
2
+$8.91M
3
+$8.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.34M
5
BTI icon
British American Tobacco
BTI
+$7.03M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.48M
4
EQT icon
EQT Corp
EQT
+$9.41M
5
AAPL icon
Apple
AAPL
+$8.64M

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
251
$1.34M 0.05%
32,066
252
$1.33M 0.05%
+27,737
253
$1.33M 0.05%
17,125
+3,061
254
$1.33M 0.05%
30,677
+435
255
$1.32M 0.05%
29,820
-141
256
$1.3M 0.05%
6,820
257
$1.3M 0.05%
40,926
+579
258
$1.3M 0.05%
9,320
+27
259
$1.29M 0.05%
21,307
+358
260
$1.29M 0.05%
14,504
-614
261
$1.28M 0.05%
92,395
+2,707
262
$1.21M 0.04%
10,422
-180
263
$1.21M 0.04%
+9,379
264
$1.17M 0.04%
10,528
-518
265
$1.15M 0.04%
9,440
+2,126
266
$1.14M 0.04%
48,214
+5,613
267
$1.13M 0.04%
13,828
-136
268
$1.12M 0.04%
39,759
+18,230
269
$1.1M 0.04%
14,257
+235
270
$1.09M 0.04%
13,019
271
$1.09M 0.04%
5,836
-57
272
$1.09M 0.04%
8,463
-187
273
$1.08M 0.04%
9,534
274
$1.06M 0.04%
4,685
275
$1.05M 0.04%
18,103
+257
9 10
11
12 13