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
451
$220K 0.01%
3,800
452
$217K 0.01%
7,400
453
$216K 0.01%
3,314
-671
454
$215K 0.01%
1,177
+52
455
$214K 0.01%
10,761
456
$213K 0.01%
12,018
+146
457
$210K 0.01%
4,340
+275
458
$210K 0.01%
1,144
+31
459
$210K 0.01%
5,620
460
$209K 0.01%
3,964
+1,549
461
$207K 0.01%
2,477
+117
462
$207K 0.01%
3,412
463
$206K 0.01%
2,968
464
$204K 0.01%
5,000
465
$204K 0.01%
9,840
466
$204K 0.01%
6,901
-2,750
467
$204K 0.01%
1,778
+38
468
$203K 0.01%
1,556
+96
469
$202K 0.01%
3,391
470
$202K 0.01%
5,689
471
$201K 0.01%
+3,796
472
$199K 0.01%
2,405
-7,641
473
$198K 0.01%
3,469
+94
474
$198K 0.01%
7,310
475
$197K 0.01%
3,296
+550
17 18
19
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