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
926
$20K ﹤0.01%
113
-81
927
$19K ﹤0.01%
465
928
$19K ﹤0.01%
1,303
929
$19K ﹤0.01%
300
930
$19K ﹤0.01%
716
931
$19K ﹤0.01%
380
932
$19K ﹤0.01%
109
933
$19K ﹤0.01%
800
934
$19K ﹤0.01%
2,000
935
$19K ﹤0.01%
503
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936
$19K ﹤0.01%
1,983
937
$19K ﹤0.01%
600
938
$19K ﹤0.01%
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939
$18K ﹤0.01%
2,100
940
$18K ﹤0.01%
275
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941
$18K ﹤0.01%
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942
$18K ﹤0.01%
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$18K ﹤0.01%
1,050
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944
$18K ﹤0.01%
624
945
$18K ﹤0.01%
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946
$18K ﹤0.01%
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947
$18K ﹤0.01%
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948
$18K ﹤0.01%
1,052
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949
$18K ﹤0.01%
818
950
$17K ﹤0.01%
1,200
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38
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