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
701
$59K ﹤0.01%
1,816
+515
702
$59K ﹤0.01%
1,610
703
$59K ﹤0.01%
1,186
704
$58K ﹤0.01%
+803
705
$58K ﹤0.01%
2,359
706
$58K ﹤0.01%
1,043
707
$57K ﹤0.01%
1,689
708
$57K ﹤0.01%
1,593
-918
709
$57K ﹤0.01%
3,373
710
$57K ﹤0.01%
711
711
$57K ﹤0.01%
1,000
712
$57K ﹤0.01%
300
713
$56K ﹤0.01%
1,552
+740
714
$56K ﹤0.01%
1,054
715
$55K ﹤0.01%
516
716
$55K ﹤0.01%
2,622
717
$55K ﹤0.01%
854
718
$55K ﹤0.01%
400
719
$55K ﹤0.01%
2,068
720
$54K ﹤0.01%
1,000
721
$54K ﹤0.01%
433
722
$54K ﹤0.01%
3,750
723
$54K ﹤0.01%
7,500
724
$54K ﹤0.01%
2,500
725
$54K ﹤0.01%
8
27 28
29
30 31