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
$2.87B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,411
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.54M
3
+$7.5M
4
META icon
Meta Platforms (Facebook)
META
+$3.8M
5
BTI icon
British American Tobacco
BTI
+$3.24M

Top Sells

1
+$12.9M
2
+$9.8M
3
+$7.48M
4
TSLA icon
Tesla
TSLA
+$6.7M
5
CELG
Celgene Corp
CELG
+$5.99M

Sector Composition

1 Financials 12%
2 Technology 10.18%
3 Healthcare 9.72%
4 Industrials 9.1%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$26K ﹤0.01%
3,404
+480
877
$26K ﹤0.01%
1,000
878
$26K ﹤0.01%
120
879
$26K ﹤0.01%
2,890
+515
880
$26K ﹤0.01%
594
881
$26K ﹤0.01%
1,214
882
$25K ﹤0.01%
540
883
$25K ﹤0.01%
620
884
$24K ﹤0.01%
250
-106
885
$24K ﹤0.01%
488
886
$24K ﹤0.01%
435
887
$24K ﹤0.01%
400
888
$24K ﹤0.01%
427
889
$24K ﹤0.01%
1,186
890
$24K ﹤0.01%
390
-7
891
$24K ﹤0.01%
215
+14
892
$24K ﹤0.01%
600
893
$24K ﹤0.01%
882
894
$23K ﹤0.01%
415
895
$23K ﹤0.01%
1,006
896
$23K ﹤0.01%
992
897
$23K ﹤0.01%
520
898
$23K ﹤0.01%
1,802
899
$23K ﹤0.01%
3,892
900
$23K ﹤0.01%
1,135
34 35
36
37 38