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
776
$36K ﹤0.01%
706
+3
777
$36K ﹤0.01%
1,235
+190
778
$36K ﹤0.01%
435
779
$36K ﹤0.01%
1,347
780
$35K ﹤0.01%
386
-2,000
781
$35K ﹤0.01%
665
782
$35K ﹤0.01%
1,057
783
$35K ﹤0.01%
2,042
+858
784
$35K ﹤0.01%
2,129
785
$35K ﹤0.01%
500
786
$35K ﹤0.01%
844
+114
787
$34K ﹤0.01%
910
+40
788
$34K ﹤0.01%
1,323
789
$34K ﹤0.01%
1,000
790
$34K ﹤0.01%
832
+307
791
$34K ﹤0.01%
1,072
792
$34K ﹤0.01%
3,923
793
$34K ﹤0.01%
2,000
794
$33K ﹤0.01%
1,500
795
$33K ﹤0.01%
516
-49
796
$33K ﹤0.01%
1,576
+376
797
$33K ﹤0.01%
82
798
$33K ﹤0.01%
884
-24
799
$33K ﹤0.01%
2,000
-300
800
$33K ﹤0.01%
2,622
30 31
32
33 34