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
1001
$12K ﹤0.01%
360
1002
$11K ﹤0.01%
200
1003
$11K ﹤0.01%
133
1004
$11K ﹤0.01%
1,030
1005
$11K ﹤0.01%
524
1006
$11K ﹤0.01%
310
1007
$11K ﹤0.01%
200
1008
$11K ﹤0.01%
150
1009
$11K ﹤0.01%
+335
1010
$11K ﹤0.01%
101
1011
$11K ﹤0.01%
42
1012
$11K ﹤0.01%
416
+388
1013
$11K ﹤0.01%
1,914
1014
$11K ﹤0.01%
253
1015
$11K ﹤0.01%
163
1016
$11K ﹤0.01%
200
1017
$11K ﹤0.01%
48
1018
$11K ﹤0.01%
1,000
1019
$11K ﹤0.01%
140
-206
1020
$10K ﹤0.01%
328
1021
$10K ﹤0.01%
155
1022
$10K ﹤0.01%
+196
1023
$10K ﹤0.01%
99
1024
$10K ﹤0.01%
384
1025
$10K ﹤0.01%
425
39 40
41
42 43