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
776
$41K ﹤0.01%
588
-359
777
$41K ﹤0.01%
5,300
778
$41K ﹤0.01%
3,000
779
$41K ﹤0.01%
717
-205
780
$41K ﹤0.01%
1,900
781
$41K ﹤0.01%
2,159
-152
782
$40K ﹤0.01%
352
783
$40K ﹤0.01%
664
+389
784
$40K ﹤0.01%
3,500
785
$40K ﹤0.01%
2,663
+32
786
$40K ﹤0.01%
812
787
$40K ﹤0.01%
1,000
788
$39K ﹤0.01%
1,157
+657
789
$39K ﹤0.01%
1,283
790
$39K ﹤0.01%
984
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$39K ﹤0.01%
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$39K ﹤0.01%
270
793
$39K ﹤0.01%
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$39K ﹤0.01%
1,346
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795
$38K ﹤0.01%
909
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796
$38K ﹤0.01%
318
797
$38K ﹤0.01%
2,400
798
$38K ﹤0.01%
429
799
$37K ﹤0.01%
+803
800
$37K ﹤0.01%
2,745
30 31
32
33 34