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
776
$45K ﹤0.01%
217
777
$44K ﹤0.01%
588
778
$44K ﹤0.01%
2,116
-43
779
$44K ﹤0.01%
929
780
$44K ﹤0.01%
2,129
781
$44K ﹤0.01%
10
782
$43K ﹤0.01%
2,000
783
$43K ﹤0.01%
874
784
$42K ﹤0.01%
1,283
785
$42K ﹤0.01%
2,745
786
$42K ﹤0.01%
429
787
$42K ﹤0.01%
270
788
$42K ﹤0.01%
500
789
$41K ﹤0.01%
2,986
790
$41K ﹤0.01%
836
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791
$41K ﹤0.01%
386
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$41K ﹤0.01%
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$41K ﹤0.01%
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794
$41K ﹤0.01%
2,000
795
$40K ﹤0.01%
685
796
$40K ﹤0.01%
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797
$40K ﹤0.01%
2,685
+22
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$40K ﹤0.01%
1,555
799
$39K ﹤0.01%
261
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800
$39K ﹤0.01%
373
+21
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32
33 34