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
701
$53K ﹤0.01%
3,373
+1,373
702
$53K ﹤0.01%
2,068
-4,206
703
$52K ﹤0.01%
8
704
$52K ﹤0.01%
2,292
705
$51K ﹤0.01%
678
706
$51K ﹤0.01%
2,182
707
$51K ﹤0.01%
+1,622
708
$51K ﹤0.01%
1,405
+244
709
$51K ﹤0.01%
711
+170
710
$50K ﹤0.01%
495
711
$50K ﹤0.01%
3,983
712
$50K ﹤0.01%
300
713
$49K ﹤0.01%
1,000
-500
714
$48K ﹤0.01%
217
715
$48K ﹤0.01%
557
716
$48K ﹤0.01%
1,261
+551
717
$48K ﹤0.01%
3,740
718
$48K ﹤0.01%
2,354
-1,272
719
$48K ﹤0.01%
4,800
720
$47K ﹤0.01%
237
+37
721
$47K ﹤0.01%
6,262
722
$47K ﹤0.01%
433
723
$47K ﹤0.01%
1,028
724
$47K ﹤0.01%
800
725
$47K ﹤0.01%
479
+58
27 28
29
30 31