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
751
$49K ﹤0.01%
1,161
752
$48K ﹤0.01%
2,336
753
$48K ﹤0.01%
1,101
754
$47K ﹤0.01%
315
755
$46K ﹤0.01%
1,180
756
$46K ﹤0.01%
386
757
$46K ﹤0.01%
217
758
$46K ﹤0.01%
3,026
759
$46K ﹤0.01%
500
760
$45K ﹤0.01%
2,288
761
$45K ﹤0.01%
10
762
$45K ﹤0.01%
1,288
-7
763
$45K ﹤0.01%
1,372
764
$44K ﹤0.01%
1,650
765
$44K ﹤0.01%
2,129
766
$43K ﹤0.01%
2,250
767
$43K ﹤0.01%
2,000
768
$43K ﹤0.01%
874
769
$43K ﹤0.01%
3,768
-2,500
770
$43K ﹤0.01%
2,986
771
$42K ﹤0.01%
3,562
-2,700
772
$42K ﹤0.01%
706
773
$42K ﹤0.01%
929
774
$42K ﹤0.01%
2,292
775
$41K ﹤0.01%
7,136
+6,466
29 30
31
32 33