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
$7.05B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.3M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$13.3M
5
ABNB icon
Airbnb
ABNB
+$11.4M

Top Sells

1
+$117M
2
+$21.8M
3
+$20.1M
4
TSLA icon
Tesla
TSLA
+$10.1M
5
STE icon
Steris
STE
+$9.59M

Sector Composition

1 Technology 26.97%
2 Financials 10.84%
3 Healthcare 8.51%
4 Consumer Discretionary 7.8%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.8M 0.03%
19,750
-400
277
$1.74M 0.02%
7,731
-413
278
$1.69M 0.02%
21,694
+832
279
$1.69M 0.02%
17,353
+124
280
$1.68M 0.02%
13,323
-1,272
281
$1.68M 0.02%
5,034
282
$1.68M 0.02%
12,138
-4,795
283
$1.67M 0.02%
28,693
-452
284
$1.66M 0.02%
12,589
285
$1.66M 0.02%
21,094
+546
286
$1.66M 0.02%
7,348
287
$1.65M 0.02%
10,027
-1,375
288
$1.6M 0.02%
60,227
289
$1.59M 0.02%
11,719
+1,246
290
$1.58M 0.02%
1,921
+16
291
$1.58M 0.02%
6,540
+788
292
$1.56M 0.02%
+41,378
293
$1.55M 0.02%
16,460
294
$1.54M 0.02%
3,783
+322
295
$1.53M 0.02%
17,890
+316
296
$1.53M 0.02%
10,511
-5,982
297
$1.53M 0.02%
8,801
-124
298
$1.52M 0.02%
21,060
+1,810
299
$1.52M 0.02%
12,038
300
$1.49M 0.02%
5,855
+595
10 11
12
13 14