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
526
$166K 0.01%
9,700
527
$165K 0.01%
2,045
528
$164K 0.01%
1,943
+214
529
$164K 0.01%
5,458
530
$164K 0.01%
4,944
531
$163K 0.01%
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532
$163K 0.01%
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533
$162K 0.01%
9,210
-2,714
534
$161K 0.01%
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535
$160K 0.01%
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536
$154K 0.01%
2,746
537
$153K 0.01%
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538
$152K 0.01%
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539
$152K 0.01%
1,800
540
$151K 0.01%
1,111
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541
$151K 0.01%
970
542
$150K 0.01%
2,397
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543
$150K 0.01%
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544
$148K 0.01%
3,478
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545
$148K 0.01%
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546
$148K 0.01%
10,070
547
$146K 0.01%
1,251
548
$145K 0.01%
1,900
549
$144K 0.01%
1,790
550
$142K 0.01%
3,060
20 21
22
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