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
826
$33K ﹤0.01%
1,300
827
$33K ﹤0.01%
1,555
+520
828
$32K ﹤0.01%
713
-2
829
$32K ﹤0.01%
+1,162
830
$32K ﹤0.01%
1,515
+27
831
$32K ﹤0.01%
2,200
832
$32K ﹤0.01%
766
+36
833
$32K ﹤0.01%
400
834
$31K ﹤0.01%
601
835
$31K ﹤0.01%
1,159
836
$31K ﹤0.01%
922
837
$31K ﹤0.01%
687
838
$31K ﹤0.01%
900
839
$30K ﹤0.01%
458
840
$30K ﹤0.01%
638
841
$30K ﹤0.01%
590
842
$30K ﹤0.01%
3,892
843
$30K ﹤0.01%
925
844
$29K ﹤0.01%
379
845
$29K ﹤0.01%
1,838
+1,818
846
$29K ﹤0.01%
254
847
$29K ﹤0.01%
207
848
$29K ﹤0.01%
194
+81
849
$29K ﹤0.01%
588
-11
850
$29K ﹤0.01%
270
32 33
34
35 36