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
926
$17K ﹤0.01%
+358
927
$17K ﹤0.01%
180
928
$17K ﹤0.01%
405
-111
929
$17K ﹤0.01%
400
930
$17K ﹤0.01%
1,256
931
$17K ﹤0.01%
2,100
932
$17K ﹤0.01%
293
933
$17K ﹤0.01%
300
934
$17K ﹤0.01%
1,519
+9
935
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428
-768
936
$17K ﹤0.01%
200
937
$17K ﹤0.01%
112
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938
$17K ﹤0.01%
280
939
$17K ﹤0.01%
450
940
$17K ﹤0.01%
235
941
$17K ﹤0.01%
707
+243
942
$17K ﹤0.01%
2,000
943
$16K ﹤0.01%
340
944
$16K ﹤0.01%
389
945
$16K ﹤0.01%
660
946
$16K ﹤0.01%
729
947
$16K ﹤0.01%
109
948
$16K ﹤0.01%
1,856
949
$16K ﹤0.01%
436
950
$16K ﹤0.01%
1,946
+943
36 37
38
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