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
726
$53K ﹤0.01%
+810
727
$53K ﹤0.01%
237
728
$53K ﹤0.01%
1,622
729
$53K ﹤0.01%
3,118
730
$52K ﹤0.01%
667
731
$52K ﹤0.01%
1,057
732
$52K ﹤0.01%
2,292
733
$52K ﹤0.01%
542
734
$52K ﹤0.01%
671
-159
735
$52K ﹤0.01%
+2,223
736
$52K ﹤0.01%
1,165
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737
$51K ﹤0.01%
2,182
738
$51K ﹤0.01%
1,210
739
$51K ﹤0.01%
3,983
740
$51K ﹤0.01%
460
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741
$51K ﹤0.01%
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742
$51K ﹤0.01%
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743
$51K ﹤0.01%
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744
$50K ﹤0.01%
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$50K ﹤0.01%
221
746
$50K ﹤0.01%
495
747
$50K ﹤0.01%
803
748
$50K ﹤0.01%
+1,950
749
$49K ﹤0.01%
910
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750
$49K ﹤0.01%
400
28 29
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