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
401
$358K 0.01%
54,375
+1,473
402
$355K 0.01%
8,422
-2,000
403
$351K 0.01%
5,330
404
$351K 0.01%
5,393
405
$349K 0.01%
4,705
-42
406
$349K 0.01%
4,500
-126
407
$346K 0.01%
6,060
+1,892
408
$343K 0.01%
5,462
+416
409
$341K 0.01%
28,523
-11,973
410
$336K 0.01%
7,310
411
$334K 0.01%
4,369
412
$333K 0.01%
11,294
413
$330K 0.01%
2,654
414
$327K 0.01%
31,291
415
$323K 0.01%
6,377
416
$318K 0.01%
+10,440
417
$317K 0.01%
9,248
418
$315K 0.01%
62,459
419
$308K 0.01%
4,271
420
$306K 0.01%
235
+116
421
$303K 0.01%
1,987
+1,550
422
$301K 0.01%
6,947
423
$300K 0.01%
+5,983
424
$299K 0.01%
19,328
425
$295K 0.01%
3,800
15 16
17
18 19