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
951
$14K ﹤0.01%
+624
952
$14K ﹤0.01%
319
953
$14K ﹤0.01%
121
954
$14K ﹤0.01%
1,750
955
$13K ﹤0.01%
+160
956
$13K ﹤0.01%
119
-4,715
957
$13K ﹤0.01%
+389
958
$13K ﹤0.01%
524
959
$13K ﹤0.01%
957
960
$13K ﹤0.01%
1,650
961
$13K ﹤0.01%
600
962
$13K ﹤0.01%
236
+214
963
$13K ﹤0.01%
190
964
$13K ﹤0.01%
521
965
$13K ﹤0.01%
+257
966
$13K ﹤0.01%
873
967
$13K ﹤0.01%
339
+93
968
$13K ﹤0.01%
311
+89
969
$12K ﹤0.01%
+356
970
$12K ﹤0.01%
200
971
$12K ﹤0.01%
766
972
$12K ﹤0.01%
1,500
973
$12K ﹤0.01%
286
+166
974
$12K ﹤0.01%
256
975
$12K ﹤0.01%
277
+102
37 38
39
40 41