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
626
$80K ﹤0.01%
2,504
+714
627
$79K ﹤0.01%
1,586
628
$78K ﹤0.01%
1,702
-7,581
629
$78K ﹤0.01%
1,037
630
$78K ﹤0.01%
1,304
+409
631
$77K ﹤0.01%
1,400
632
$76K ﹤0.01%
7,000
633
$75K ﹤0.01%
1,234
634
$75K ﹤0.01%
2,450
635
$75K ﹤0.01%
2,112
636
$74K ﹤0.01%
1,140
-5
637
$73K ﹤0.01%
775
638
$73K ﹤0.01%
2,527
639
$72K ﹤0.01%
1,623
640
$72K ﹤0.01%
2,000
641
$72K ﹤0.01%
696
642
$72K ﹤0.01%
584
+74
643
$72K ﹤0.01%
2,750
644
$72K ﹤0.01%
650
645
$71K ﹤0.01%
1,861
-12
646
$71K ﹤0.01%
5,814
647
$71K ﹤0.01%
1,200
648
$70K ﹤0.01%
531
+31
649
$69K ﹤0.01%
779
-4,973
650
$69K ﹤0.01%
1,000
24 25
26
27 28