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
651
$78K ﹤0.01%
2,750
652
$78K ﹤0.01%
9,370
-1,250
653
$77K ﹤0.01%
1,450
654
$77K ﹤0.01%
3,447
+3,409
655
$77K ﹤0.01%
2,771
-421
656
$76K ﹤0.01%
1,623
657
$76K ﹤0.01%
1,676
658
$76K ﹤0.01%
584
659
$75K ﹤0.01%
696
660
$74K ﹤0.01%
1,400
661
$73K ﹤0.01%
7,000
662
$73K ﹤0.01%
5,814
663
$73K ﹤0.01%
905
+30
664
$73K ﹤0.01%
2,000
665
$73K ﹤0.01%
1,200
666
$73K ﹤0.01%
2,081
667
$73K ﹤0.01%
800
668
$73K ﹤0.01%
451
669
$73K ﹤0.01%
+1,322
670
$72K ﹤0.01%
400
671
$72K ﹤0.01%
650
672
$71K ﹤0.01%
4,656
673
$71K ﹤0.01%
530
674
$71K ﹤0.01%
+785
675
$69K ﹤0.01%
1,401
-850
25 26
27
28 29