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
676
$69K ﹤0.01%
1,104
677
$68K ﹤0.01%
651
678
$67K ﹤0.01%
1,000
679
$66K ﹤0.01%
388
680
$66K ﹤0.01%
2,589
681
$66K ﹤0.01%
1,530
682
$65K ﹤0.01%
1,462
+578
683
$65K ﹤0.01%
2,648
684
$64K ﹤0.01%
260
+70
685
$64K ﹤0.01%
3,000
686
$64K ﹤0.01%
358
687
$63K ﹤0.01%
561
+275
688
$62K ﹤0.01%
2,250
689
$62K ﹤0.01%
2,014
690
$61K ﹤0.01%
1,520
-804
691
$61K ﹤0.01%
895
-409
692
$61K ﹤0.01%
1,300
693
$60K ﹤0.01%
2,000
694
$60K ﹤0.01%
5,117
695
$60K ﹤0.01%
2,365
696
$60K ﹤0.01%
2,175
697
$59K ﹤0.01%
620
698
$59K ﹤0.01%
1,234
699
$59K ﹤0.01%
5,750
700
$59K ﹤0.01%
391
26 27
28
29 30