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
851
$24K ﹤0.01%
435
852
$24K ﹤0.01%
385
+360
853
$24K ﹤0.01%
415
854
$24K ﹤0.01%
992
855
$24K ﹤0.01%
1,028
856
$24K ﹤0.01%
594
857
$24K ﹤0.01%
800
858
$24K ﹤0.01%
383
859
$24K ﹤0.01%
1,000
860
$23K ﹤0.01%
1,006
861
$23K ﹤0.01%
254
+104
862
$23K ﹤0.01%
601
+5
863
$23K ﹤0.01%
570
864
$23K ﹤0.01%
1,356
865
$23K ﹤0.01%
1,000
866
$23K ﹤0.01%
400
867
$23K ﹤0.01%
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868
$23K ﹤0.01%
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869
$23K ﹤0.01%
284
870
$22K ﹤0.01%
+650
871
$22K ﹤0.01%
280
872
$22K ﹤0.01%
250
+45
873
$22K ﹤0.01%
400
874
$22K ﹤0.01%
375
875
$22K ﹤0.01%
300
33 34
35
36 37