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
601
$104K ﹤0.01%
4,650
602
$102K ﹤0.01%
2,112
603
$102K ﹤0.01%
4,203
604
$102K ﹤0.01%
1,904
605
$102K ﹤0.01%
2,000
606
$101K ﹤0.01%
1,000
607
$100K ﹤0.01%
2,661
+2,436
608
$100K ﹤0.01%
5,000
609
$99K ﹤0.01%
8,588
610
$99K ﹤0.01%
2,400
611
$99K ﹤0.01%
537
612
$98K ﹤0.01%
1,700
613
$98K ﹤0.01%
2,900
614
$97K ﹤0.01%
1,776
615
$97K ﹤0.01%
2,450
616
$96K ﹤0.01%
1,028
617
$96K ﹤0.01%
1,143
618
$95K ﹤0.01%
11,804
-2
619
$94K ﹤0.01%
1,975
620
$94K ﹤0.01%
858
621
$93K ﹤0.01%
51
622
$93K ﹤0.01%
2,071
-1,524
623
$91K ﹤0.01%
+1,029
624
$91K ﹤0.01%
1,554
625
$91K ﹤0.01%
1,464
23 24
25
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