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
576
$119K ﹤0.01%
5,000
577
$119K ﹤0.01%
2,478
+1,450
578
$118K ﹤0.01%
1,523
579
$117K ﹤0.01%
1,000
580
$116K ﹤0.01%
5,200
581
$116K ﹤0.01%
2,152
582
$115K ﹤0.01%
3,234
+2,900
583
$115K ﹤0.01%
2,700
584
$114K ﹤0.01%
9,018
585
$114K ﹤0.01%
1,650
586
$114K ﹤0.01%
8,925
+130
587
$113K ﹤0.01%
2,984
588
$113K ﹤0.01%
1,038
589
$113K ﹤0.01%
6,602
590
$112K ﹤0.01%
2,000
-840
591
$109K ﹤0.01%
970
-57
592
$107K ﹤0.01%
1,159
593
$107K ﹤0.01%
1,237
+600
594
$107K ﹤0.01%
5,400
595
$107K ﹤0.01%
2,115
+157
596
$107K ﹤0.01%
+575
597
$106K ﹤0.01%
1,000
598
$106K ﹤0.01%
3,398
599
$106K ﹤0.01%
1,892
600
$105K ﹤0.01%
5,400
22 23
24
25 26