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
876
$24K ﹤0.01%
526
877
$24K ﹤0.01%
1,802
878
$24K ﹤0.01%
620
879
$23K ﹤0.01%
486
-38
880
$23K ﹤0.01%
385
881
$23K ﹤0.01%
1,250
882
$22K ﹤0.01%
574
883
$22K ﹤0.01%
992
884
$22K ﹤0.01%
120
885
$22K ﹤0.01%
1,250
886
$22K ﹤0.01%
201
+24
887
$22K ﹤0.01%
284
888
$21K ﹤0.01%
1,268
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889
$21K ﹤0.01%
1,303
890
$21K ﹤0.01%
738
891
$21K ﹤0.01%
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892
$21K ﹤0.01%
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893
$21K ﹤0.01%
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894
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895
$21K ﹤0.01%
1,000
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896
$21K ﹤0.01%
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897
$21K ﹤0.01%
650
898
$21K ﹤0.01%
882
899
$21K ﹤0.01%
190
900
$21K ﹤0.01%
415
34 35
36
37 38