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
726
$56K ﹤0.01%
1,337
+176
727
$56K ﹤0.01%
2,223
728
$55K ﹤0.01%
8
729
$55K ﹤0.01%
2,648
730
$55K ﹤0.01%
+544
731
$55K ﹤0.01%
3,373
732
$54K ﹤0.01%
1,274
-14
733
$54K ﹤0.01%
542
734
$54K ﹤0.01%
516
735
$54K ﹤0.01%
2,800
736
$54K ﹤0.01%
2,068
737
$54K ﹤0.01%
1,165
738
$54K ﹤0.01%
2,250
739
$53K ﹤0.01%
433
740
$53K ﹤0.01%
315
741
$52K ﹤0.01%
800
742
$52K ﹤0.01%
400
743
$52K ﹤0.01%
221
744
$52K ﹤0.01%
3,026
745
$52K ﹤0.01%
803
746
$52K ﹤0.01%
671
747
$51K ﹤0.01%
2,336
748
$51K ﹤0.01%
1,950
749
$51K ﹤0.01%
+4,062
750
$50K ﹤0.01%
667
28 29
30
31 32