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
751
$40K ﹤0.01%
330
+200
752
$40K ﹤0.01%
3,000
753
$39K ﹤0.01%
2,336
754
$39K ﹤0.01%
226
+36
755
$39K ﹤0.01%
594
+194
756
$39K ﹤0.01%
1,650
757
$39K ﹤0.01%
1,900
-267
758
$39K ﹤0.01%
318
+38
759
$39K ﹤0.01%
929
760
$39K ﹤0.01%
402
+111
761
$39K ﹤0.01%
340
762
$39K ﹤0.01%
1,225
-1,710
763
$39K ﹤0.01%
2,500
764
$38K ﹤0.01%
2,598
+33
765
$38K ﹤0.01%
485
+134
766
$38K ﹤0.01%
+352
767
$38K ﹤0.01%
1,309
+7
768
$38K ﹤0.01%
1,283
769
$37K ﹤0.01%
2,474
770
$37K ﹤0.01%
812
+101
771
$37K ﹤0.01%
956
+9
772
$37K ﹤0.01%
496
773
$37K ﹤0.01%
270
774
$37K ﹤0.01%
470
775
$36K ﹤0.01%
352
29 30
31
32 33