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
851
$28K ﹤0.01%
832
852
$28K ﹤0.01%
665
853
$28K ﹤0.01%
332
854
$28K ﹤0.01%
600
855
$28K ﹤0.01%
515
856
$27K ﹤0.01%
2,924
857
$27K ﹤0.01%
1,000
858
$27K ﹤0.01%
450
859
$26K ﹤0.01%
135
860
$26K ﹤0.01%
807
861
$26K ﹤0.01%
1,214
862
$25K ﹤0.01%
435
863
$25K ﹤0.01%
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864
$25K ﹤0.01%
586
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865
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866
$25K ﹤0.01%
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867
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868
$24K ﹤0.01%
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600
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870
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871
$24K ﹤0.01%
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400
873
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427
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$24K ﹤0.01%
411
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875
$24K ﹤0.01%
540
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33 34
35
36 37