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
651
$68K ﹤0.01%
1,806
+83
652
$68K ﹤0.01%
2,218
+4
653
$67K ﹤0.01%
3,750
654
$67K ﹤0.01%
830
-31
655
$66K ﹤0.01%
4,805
656
$66K ﹤0.01%
530
657
$65K ﹤0.01%
2,697
658
$65K ﹤0.01%
1,104
+149
659
$64K ﹤0.01%
2,356
-9
660
$64K ﹤0.01%
725
+105
661
$64K ﹤0.01%
2,081
-38
662
$64K ﹤0.01%
7,500
663
$63K ﹤0.01%
476
+61
664
$63K ﹤0.01%
8,562
665
$63K ﹤0.01%
3,000
666
$63K ﹤0.01%
400
667
$63K ﹤0.01%
2,365
668
$62K ﹤0.01%
3,955
+205
669
$61K ﹤0.01%
875
670
$60K ﹤0.01%
2,589
671
$60K ﹤0.01%
906
+466
672
$60K ﹤0.01%
+3,300
673
$60K ﹤0.01%
2,250
674
$60K ﹤0.01%
1,610
675
$59K ﹤0.01%
947
25 26
27
28 29