WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.79B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.3M
3
+$12.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$12.4M
5
AMGN icon
Amgen
AMGN
+$11.3M

Top Sells

1
+$97.3M
2
+$56M
3
+$18.9M
4
IQV icon
IQVIA
IQV
+$17.2M
5
LNG icon
Cheniere Energy
LNG
+$13.8M

Sector Composition

1 Technology 28.55%
2 Financials 12.61%
3 Consumer Discretionary 8.1%
4 Communication Services 7.77%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$38.7K ﹤0.01%
1,205
902
$38.6K ﹤0.01%
1,117
-1
903
$38.5K ﹤0.01%
280
904
$38.4K ﹤0.01%
391
905
$38.1K ﹤0.01%
641
+541
906
$38K ﹤0.01%
420
907
$37.5K ﹤0.01%
+390
908
$37.3K ﹤0.01%
2,890
909
$36.7K ﹤0.01%
320
910
$36.7K ﹤0.01%
279
911
$36.6K ﹤0.01%
289
912
$36.3K ﹤0.01%
800
913
$35.7K ﹤0.01%
382
914
$35.5K ﹤0.01%
635
-264
915
$35.4K ﹤0.01%
402
916
$35K ﹤0.01%
477
-55
917
$34.9K ﹤0.01%
209
918
$34.9K ﹤0.01%
2,625
919
$34.4K ﹤0.01%
1,259
920
$34.2K ﹤0.01%
328
921
$34K ﹤0.01%
562
922
$33.8K ﹤0.01%
722
923
$33.8K ﹤0.01%
3,665
924
$33.7K ﹤0.01%
192
-42
925
$33.7K ﹤0.01%
1,229
35 36
37
38 39