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
901
$22K ﹤0.01%
350
-61
902
$22K ﹤0.01%
465
+429
903
$22K ﹤0.01%
58
-24
904
$22K ﹤0.01%
1,250
905
$21K ﹤0.01%
+357
906
$21K ﹤0.01%
957
907
$21K ﹤0.01%
738
908
$21K ﹤0.01%
+876
909
$21K ﹤0.01%
284
910
$21K ﹤0.01%
+405
911
$21K ﹤0.01%
480
+10
912
$21K ﹤0.01%
408
913
$21K ﹤0.01%
300
914
$21K ﹤0.01%
650
915
$21K ﹤0.01%
105
916
$21K ﹤0.01%
+652
917
$20K ﹤0.01%
813
+748
918
$20K ﹤0.01%
405
919
$20K ﹤0.01%
389
920
$20K ﹤0.01%
400
921
$20K ﹤0.01%
500
922
$20K ﹤0.01%
1,250
923
$20K ﹤0.01%
240
924
$20K ﹤0.01%
115
+3
925
$20K ﹤0.01%
1,736
-53
35 36
37
38 39