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
976
$24K ﹤0.01%
500
977
$23.8K ﹤0.01%
258
978
$23.5K ﹤0.01%
117
979
$23.4K ﹤0.01%
1,080
980
$23.3K ﹤0.01%
148
981
$23K ﹤0.01%
505
982
$22.6K ﹤0.01%
533
983
$22.4K ﹤0.01%
297
984
$22.4K ﹤0.01%
480
985
$22.2K ﹤0.01%
1,631
986
$22.1K ﹤0.01%
287
-30
987
$22K ﹤0.01%
283
-83
988
$22K ﹤0.01%
424
989
$21.9K ﹤0.01%
+108
990
$21.3K ﹤0.01%
+210
991
$21.1K ﹤0.01%
214
992
$21.1K ﹤0.01%
1,473
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993
$21K ﹤0.01%
238
994
$20.7K ﹤0.01%
392
995
$20.5K ﹤0.01%
434
996
$20.5K ﹤0.01%
525
997
$20.2K ﹤0.01%
805
998
$19.9K ﹤0.01%
240
999
$19.8K ﹤0.01%
+1,527
1000
$19.7K ﹤0.01%
607
+507