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
526
$140K 0.01%
4,500
527
$139K 0.01%
4,181
528
$137K 0.01%
1,000
529
$137K 0.01%
3,060
530
$137K 0.01%
1,745
531
$136K 0.01%
1,200
532
$136K 0.01%
2,432
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533
$134K 0.01%
2,251
+501
534
$133K 0.01%
4,950
535
$133K 0.01%
1,925
536
$132K 0.01%
3,595
+214
537
$131K 0.01%
1,790
538
$131K 0.01%
1,503
+17
539
$131K 0.01%
2,615
540
$130K 0.01%
1,900
541
$129K 0.01%
1,585
+2
542
$129K 0.01%
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543
$128K 0.01%
8,547
544
$127K 0.01%
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545
$127K 0.01%
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546
$125K 0.01%
535
547
$124K 0.01%
1,266
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548
$124K 0.01%
3,821
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549
$123K 0.01%
2,469
550
$122K ﹤0.01%
5,700
20 21
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