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
476
$194K 0.01%
5,400
477
$193K 0.01%
2,820
+690
478
$193K 0.01%
10,140
+1,400
479
$190K 0.01%
2,362
480
$190K 0.01%
1,220
481
$188K 0.01%
6,954
482
$187K 0.01%
3,491
-1,670
483
$187K 0.01%
15,750
484
$184K 0.01%
3,792
+419
485
$183K 0.01%
4,479
486
$182K 0.01%
10,240
487
$181K 0.01%
6,300
488
$178K 0.01%
4,000
489
$178K 0.01%
4,944
490
$177K 0.01%
5,746
491
$176K 0.01%
777
492
$175K 0.01%
2,272
493
$172K 0.01%
2,364
+612
494
$171K 0.01%
8,000
495
$168K 0.01%
6,235
496
$165K 0.01%
9,700
497
$162K 0.01%
5,458
498
$159K 0.01%
1,650
499
$158K 0.01%
2,617
500
$157K 0.01%
3,000
18 19
20
21 22