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
926
$33.7K ﹤0.01%
1,314
927
$33.4K ﹤0.01%
1,159
928
$33.4K ﹤0.01%
3,309
-788
929
$33.3K ﹤0.01%
188
-96
930
$33.3K ﹤0.01%
255
931
$33.2K ﹤0.01%
199
-235
932
$32.7K ﹤0.01%
390
933
$32.5K ﹤0.01%
300
934
$32.5K ﹤0.01%
511
-1,966
935
$31.9K ﹤0.01%
650
936
$31.8K ﹤0.01%
505
937
$31.5K ﹤0.01%
834
938
$31.5K ﹤0.01%
69
939
$31.4K ﹤0.01%
+368
940
$31.4K ﹤0.01%
242
941
$31.3K ﹤0.01%
726
-22
942
$30.5K ﹤0.01%
430
943
$30.3K ﹤0.01%
291
944
$30.2K ﹤0.01%
344
945
$29.5K ﹤0.01%
356
946
$29.2K ﹤0.01%
+492
947
$29.1K ﹤0.01%
149
948
$29K ﹤0.01%
104
949
$28.7K ﹤0.01%
640
950
$28.7K ﹤0.01%
600
36 37
38
39 40