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
876
$21K ﹤0.01%
5,300
877
$21K ﹤0.01%
738
-210
878
$21K ﹤0.01%
526
879
$21K ﹤0.01%
1,789
+53
880
$21K ﹤0.01%
1,983
881
$21K ﹤0.01%
365
882
$21K ﹤0.01%
3,651
883
$21K ﹤0.01%
716
884
$21K ﹤0.01%
113
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885
$21K ﹤0.01%
400
886
$20K ﹤0.01%
1,135
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887
$20K ﹤0.01%
+574
888
$20K ﹤0.01%
630
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889
$20K ﹤0.01%
218
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890
$20K ﹤0.01%
141
891
$20K ﹤0.01%
280
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$20K ﹤0.01%
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893
$20K ﹤0.01%
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$19K ﹤0.01%
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895
$19K ﹤0.01%
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896
$19K ﹤0.01%
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$19K ﹤0.01%
350
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$19K ﹤0.01%
600
899
$19K ﹤0.01%
145
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900
$19K ﹤0.01%
1,131
34 35
36
37 38