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
976
$14K ﹤0.01%
+390
977
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+151
978
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119
979
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119
980
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360
981
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286
982
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400
983
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277
984
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+2,079
985
$13K ﹤0.01%
+1,702
986
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1,125
987
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207
988
$12K ﹤0.01%
+1,118
989
$12K ﹤0.01%
568
990
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700
991
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462
992
$12K ﹤0.01%
+200
993
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92
994
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256
995
$12K ﹤0.01%
150
996
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483
997
$12K ﹤0.01%
250
998
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265
999
$12K ﹤0.01%
246
1000
$12K ﹤0.01%
252
38 39
40
41 42