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
626
$91K ﹤0.01%
1,378
627
$90K ﹤0.01%
4,704
628
$89K ﹤0.01%
955
629
$88K ﹤0.01%
+1,421
630
$88K ﹤0.01%
1,037
631
$87K ﹤0.01%
3,013
-1,402
632
$86K ﹤0.01%
1,900
+144
633
$85K ﹤0.01%
573
+155
634
$85K ﹤0.01%
3,516
+1,474
635
$84K ﹤0.01%
5,600
636
$84K ﹤0.01%
2,697
637
$83K ﹤0.01%
2,125
638
$82K ﹤0.01%
+4,254
639
$82K ﹤0.01%
2,527
640
$82K ﹤0.01%
3,124
641
$82K ﹤0.01%
540
+15
642
$81K ﹤0.01%
809
+34
643
$81K ﹤0.01%
1,099
+889
644
$81K ﹤0.01%
1,140
645
$80K ﹤0.01%
1,586
646
$80K ﹤0.01%
1,618
-851
647
$79K ﹤0.01%
460
+41
648
$79K ﹤0.01%
531
649
$79K ﹤0.01%
+1,416
650
$78K ﹤0.01%
7,772
24 25
26
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