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
901
$21K ﹤0.01%
1,356
902
$20K ﹤0.01%
957
903
$20K ﹤0.01%
716
904
$20K ﹤0.01%
+397
905
$19K ﹤0.01%
520
906
$19K ﹤0.01%
+500
907
$19K ﹤0.01%
380
908
$19K ﹤0.01%
1,028
909
$19K ﹤0.01%
425
910
$19K ﹤0.01%
470
911
$19K ﹤0.01%
408
912
$19K ﹤0.01%
300
913
$19K ﹤0.01%
1,983
914
$19K ﹤0.01%
465
915
$19K ﹤0.01%
380
916
$18K ﹤0.01%
310
917
$18K ﹤0.01%
624
918
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919
$18K ﹤0.01%
2,375
920
$18K ﹤0.01%
800
921
$18K ﹤0.01%
330
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$18K ﹤0.01%
130
923
$18K ﹤0.01%
+176
924
$18K ﹤0.01%
105
925
$18K ﹤0.01%
772
35 36
37
38 39