WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.79B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.3M
3
+$12.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$12.4M
5
AMGN icon
Amgen
AMGN
+$11.3M

Top Sells

1
+$97.3M
2
+$56M
3
+$18.9M
4
IQV icon
IQVIA
IQV
+$17.2M
5
LNG icon
Cheniere Energy
LNG
+$13.8M

Sector Composition

1 Technology 28.55%
2 Financials 12.61%
3 Consumer Discretionary 8.1%
4 Communication Services 7.77%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$56.4K ﹤0.01%
+450
827
$56.3K ﹤0.01%
1,533
828
$56K ﹤0.01%
+404
829
$55.9K ﹤0.01%
105
830
$55.5K ﹤0.01%
342
831
$55.4K ﹤0.01%
338
832
$54.9K ﹤0.01%
478
+166
833
$54.8K ﹤0.01%
+273
834
$54.6K ﹤0.01%
271
835
$54K ﹤0.01%
2,200
836
$53.7K ﹤0.01%
1,201
-307
837
$53.5K ﹤0.01%
798
838
$53.3K ﹤0.01%
623
+3
839
$53.3K ﹤0.01%
403
840
$52.5K ﹤0.01%
+516
841
$52.3K ﹤0.01%
6,000
842
$52.2K ﹤0.01%
625
843
$51.9K ﹤0.01%
798
+1
844
$51K ﹤0.01%
1,900
845
$50.6K ﹤0.01%
1,000
846
$50.5K ﹤0.01%
487
847
$50.5K ﹤0.01%
202
848
$50.2K ﹤0.01%
500
849
$50K ﹤0.01%
1,593
-114
850
$49.9K ﹤0.01%
405
32 33
34
35 36