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
826
$28K ﹤0.01%
1,000
827
$28K ﹤0.01%
+379
828
$28K ﹤0.01%
715
829
$28K ﹤0.01%
+900
830
$28K ﹤0.01%
807
831
$28K ﹤0.01%
687
+49
832
$28K ﹤0.01%
772
833
$27K ﹤0.01%
167
+32
834
$27K ﹤0.01%
1,416
835
$27K ﹤0.01%
500
836
$27K ﹤0.01%
1,300
837
$27K ﹤0.01%
+599
838
$27K ﹤0.01%
4,342
839
$27K ﹤0.01%
500
840
$26K ﹤0.01%
2,924
841
$26K ﹤0.01%
910
842
$26K ﹤0.01%
207
+92
843
$26K ﹤0.01%
1,250
844
$26K ﹤0.01%
270
845
$26K ﹤0.01%
810
846
$25K ﹤0.01%
286
+151
847
$25K ﹤0.01%
458
848
$25K ﹤0.01%
2,000
849
$25K ﹤0.01%
346
850
$24K ﹤0.01%
488
32 33
34
35 36