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
576
$105K ﹤0.01%
1,909
+58
577
$103K ﹤0.01%
1,150
578
$103K ﹤0.01%
+5,916
579
$103K ﹤0.01%
+27,580
580
$102K ﹤0.01%
2,152
581
$102K ﹤0.01%
4,992
+288
582
$101K ﹤0.01%
1,028
583
$101K ﹤0.01%
2,296
-17,328
584
$100K ﹤0.01%
2,782
585
$100K ﹤0.01%
573
+92
586
$99K ﹤0.01%
8,538
+369
587
$98K ﹤0.01%
5,000
588
$98K ﹤0.01%
1,892
589
$98K ﹤0.01%
1,135
+1,060
590
$96K ﹤0.01%
5,000
591
$96K ﹤0.01%
1,650
592
$95K ﹤0.01%
1,038
+139
593
$94K ﹤0.01%
406
+337
594
$94K ﹤0.01%
2,000
595
$93K ﹤0.01%
1,700
596
$93K ﹤0.01%
8,588
597
$93K ﹤0.01%
1,532
598
$93K ﹤0.01%
5,400
599
$93K ﹤0.01%
4,203
+597
600
$92K ﹤0.01%
10,620
22 23
24
25 26