WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$6.11M
3
+$3.99M
4
AVGO icon
Broadcom
AVGO
+$3.86M
5
EQT icon
EQT Corp
EQT
+$3.79M

Top Sells

1
+$13.9M
2
+$5.19M
3
+$3.56M
4
MCK icon
McKesson
MCK
+$2.96M
5
JPM icon
JPMorgan Chase
JPM
+$2.82M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.96%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$16K ﹤0.01%
138
+63
927
$16K ﹤0.01%
+190
928
$16K ﹤0.01%
180
+5
929
$16K ﹤0.01%
600
930
$16K ﹤0.01%
356
+115
931
$16K ﹤0.01%
250
+218
932
$16K ﹤0.01%
465
+25
933
$16K ﹤0.01%
1,491
+19
934
$16K ﹤0.01%
1,289
+1,100
935
$15K ﹤0.01%
293
936
$15K ﹤0.01%
462
937
$15K ﹤0.01%
300
938
$15K ﹤0.01%
1,215
+61
939
$15K ﹤0.01%
252
940
$15K ﹤0.01%
207
941
$15K ﹤0.01%
105
942
$15K ﹤0.01%
1,000
943
$14K ﹤0.01%
400
944
$14K ﹤0.01%
150
945
$14K ﹤0.01%
729
+529
946
$14K ﹤0.01%
98
947
$14K ﹤0.01%
200
948
$14K ﹤0.01%
+612
949
$14K ﹤0.01%
+35
950
$14K ﹤0.01%
568
36 37
38
39 40