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
726
$47K ﹤0.01%
2,288
727
$46K ﹤0.01%
230
+13
728
$45K ﹤0.01%
667
729
$44K ﹤0.01%
542
+182
730
$44K ﹤0.01%
3,026
+7
731
$44K ﹤0.01%
320
-535
732
$43K ﹤0.01%
2,250
733
$43K ﹤0.01%
392
+23
734
$43K ﹤0.01%
2,986
735
$43K ﹤0.01%
391
+137
736
$43K ﹤0.01%
2,189
737
$42K ﹤0.01%
1,372
738
$42K ﹤0.01%
1,196
739
$42K ﹤0.01%
475
+80
740
$42K ﹤0.01%
10
741
$42K ﹤0.01%
1,537
742
$42K ﹤0.01%
+49
743
$41K ﹤0.01%
2,000
744
$41K ﹤0.01%
2,745
745
$41K ﹤0.01%
2,800
746
$40K ﹤0.01%
2,200
747
$40K ﹤0.01%
319
748
$40K ﹤0.01%
960
749
$40K ﹤0.01%
390
750
$40K ﹤0.01%
874
28 29
30
31 32