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
601
$92K ﹤0.01%
537
602
$92K ﹤0.01%
955
+45
603
$91K ﹤0.01%
1,275
+200
604
$91K ﹤0.01%
2,034
+62
605
$91K ﹤0.01%
1,554
606
$90K ﹤0.01%
7,963
+191
607
$90K ﹤0.01%
1,776
+1,376
608
$90K ﹤0.01%
1,125
609
$89K ﹤0.01%
2,400
610
$89K ﹤0.01%
1,464
+132
611
$89K ﹤0.01%
11,806
612
$88K ﹤0.01%
1,000
613
$87K ﹤0.01%
2,125
+17
614
$86K ﹤0.01%
422
+34
615
$86K ﹤0.01%
2,811
616
$85K ﹤0.01%
5,600
617
$85K ﹤0.01%
3,042
618
$85K ﹤0.01%
651
619
$85K ﹤0.01%
+873
620
$84K ﹤0.01%
2,900
621
$84K ﹤0.01%
1,204
+105
622
$84K ﹤0.01%
491
+40
623
$84K ﹤0.01%
6,268
624
$83K ﹤0.01%
5,117
625
$81K ﹤0.01%
1,719
23 24
25
26 27