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
976
$12K ﹤0.01%
+660
977
$12K ﹤0.01%
+265
978
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+194
979
$11K ﹤0.01%
+456
980
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346
+205
981
$11K ﹤0.01%
341
982
$11K ﹤0.01%
1,030
983
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+101
984
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150
985
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+483
986
$11K ﹤0.01%
250
987
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425
988
$11K ﹤0.01%
+156
989
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+253
990
$11K ﹤0.01%
334
991
$11K ﹤0.01%
200
992
$11K ﹤0.01%
464
993
$10K ﹤0.01%
200
994
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231
995
$10K ﹤0.01%
+894
996
$10K ﹤0.01%
+119
997
$10K ﹤0.01%
+155
998
$10K ﹤0.01%
135
999
$10K ﹤0.01%
+119
1000
$10K ﹤0.01%
310
38 39
40
41 42