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
$2.87B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.54M
3
+$7.5M
4
META icon
Meta Platforms (Facebook)
META
+$3.8M
5
BTI icon
British American Tobacco
BTI
+$3.24M

Top Sells

1
+$12.9M
2
+$9.8M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$6.7M
5
CELG
Celgene Corp
CELG
+$5.99M

Sector Composition

1 Financials 12%
2 Technology 10.18%
3 Healthcare 9.72%
4 Industrials 9.1%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$62K ﹤0.01%
2,000
702
$62K ﹤0.01%
460
703
$62K ﹤0.01%
3,378
+260
704
$62K ﹤0.01%
+3,100
705
$61K ﹤0.01%
2,359
706
$61K ﹤0.01%
1,300
707
$61K ﹤0.01%
1,101
708
$61K ﹤0.01%
711
709
$60K ﹤0.01%
2,013
-1,000
710
$60K ﹤0.01%
3,750
711
$59K ﹤0.01%
561
712
$59K ﹤0.01%
300
713
$59K ﹤0.01%
785
714
$58K ﹤0.01%
810
715
$58K ﹤0.01%
1,370
-150
716
$58K ﹤0.01%
620
717
$58K ﹤0.01%
1,622
718
$58K ﹤0.01%
400
719
$58K ﹤0.01%
5,750
720
$58K ﹤0.01%
1,043
721
$57K ﹤0.01%
237
722
$57K ﹤0.01%
3,012
+1,501
723
$57K ﹤0.01%
2,365
724
$56K ﹤0.01%
1,000
725
$56K ﹤0.01%
1,359
-3,587
27 28
29
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