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
301
$810K 0.03%
11,005
+1,855
302
$800K 0.03%
12,493
+805
303
$798K 0.03%
14,790
304
$792K 0.03%
+16,082
305
$787K 0.03%
12,461
+11,348
306
$786K 0.03%
9,560
-96
307
$785K 0.03%
13,554
+193
308
$774K 0.03%
38,797
-70
309
$757K 0.03%
6,321
+1,124
310
$749K 0.03%
9,071
+409
311
$747K 0.03%
3,634
+126
312
$740K 0.03%
5,606
+265
313
$734K 0.03%
9,612
314
$733K 0.03%
33,829
+2,879
315
$727K 0.03%
46,118
316
$723K 0.03%
8,676
317
$705K 0.03%
10,242
+3,052
318
$680K 0.02%
9,672
319
$677K 0.02%
20,924
-320
320
$671K 0.02%
4,438
321
$670K 0.02%
11,828
+300
322
$665K 0.02%
13,275
+1,125
323
$665K 0.02%
11,816
324
$661K 0.02%
12,975
-98
325
$654K 0.02%
24,402
+348
11 12
13
14 15