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
801
$33K ﹤0.01%
2,626
802
$33K ﹤0.01%
615
803
$32K ﹤0.01%
1,159
804
$32K ﹤0.01%
660
+186
805
$32K ﹤0.01%
1,463
+23
806
$32K ﹤0.01%
425
-8,381
807
$31K ﹤0.01%
1,000
808
$31K ﹤0.01%
922
809
$31K ﹤0.01%
955
810
$31K ﹤0.01%
590
811
$31K ﹤0.01%
1,000
812
$31K ﹤0.01%
778
813
$31K ﹤0.01%
1,646
+77
814
$31K ﹤0.01%
400
815
$30K ﹤0.01%
879
816
$30K ﹤0.01%
600
817
$30K ﹤0.01%
1,144
818
$30K ﹤0.01%
400
819
$30K ﹤0.01%
925
820
$30K ﹤0.01%
685
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821
$30K ﹤0.01%
560
822
$29K ﹤0.01%
687
823
$29K ﹤0.01%
332
824
$29K ﹤0.01%
150
825
$28K ﹤0.01%
261
+86
31 32
33
34 35