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
1001
$10K ﹤0.01%
92
+72
1002
$10K ﹤0.01%
1,914
1003
$10K ﹤0.01%
431
1004
$10K ﹤0.01%
+66
1005
$10K ﹤0.01%
1,125
1006
$10K ﹤0.01%
163
+152
1007
$10K ﹤0.01%
200
1008
$10K ﹤0.01%
+48
1009
$10K ﹤0.01%
1,000
1010
$10K ﹤0.01%
10,304
1011
$9K ﹤0.01%
+143
1012
$9K ﹤0.01%
+149
1013
$9K ﹤0.01%
+76
1014
$9K ﹤0.01%
+225
1015
$9K ﹤0.01%
281
1016
$9K ﹤0.01%
133
1017
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145
1018
$9K ﹤0.01%
700
1019
$9K ﹤0.01%
362
1020
$9K ﹤0.01%
+1,160
1021
$9K ﹤0.01%
375
-18,110
1022
$9K ﹤0.01%
+42
1023
$9K ﹤0.01%
384
+167
1024
$9K ﹤0.01%
205
+169
1025
$9K ﹤0.01%
+98
39 40
41
42 43