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
1026
$10K ﹤0.01%
431
1027
$10K ﹤0.01%
+1,370
1028
$10K ﹤0.01%
145
1029
$10K ﹤0.01%
98
1030
$10K ﹤0.01%
275
1031
$10K ﹤0.01%
724
1032
$10K ﹤0.01%
247
1033
$10K ﹤0.01%
346
1034
$10K ﹤0.01%
+305
1035
$10K ﹤0.01%
190
1036
$9K ﹤0.01%
143
1037
$9K ﹤0.01%
162
1038
$9K ﹤0.01%
161
+65
1039
$9K ﹤0.01%
145
1040
$9K ﹤0.01%
300
1041
$9K ﹤0.01%
341
1042
$9K ﹤0.01%
119
1043
$9K ﹤0.01%
463
1044
$9K ﹤0.01%
49
1045
$9K ﹤0.01%
375
1046
$9K ﹤0.01%
234
+34
1047
$9K ﹤0.01%
135
1048
$9K ﹤0.01%
66
1049
$9K ﹤0.01%
205
1050
$9K ﹤0.01%
612
40 41
42
43 44