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
1051
$15.2K ﹤0.01%
+75
1052
$15.2K ﹤0.01%
330
1053
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942
-284
1054
$15.1K ﹤0.01%
+1,246
1055
$15K ﹤0.01%
+556
1056
$14.8K ﹤0.01%
822
1057
$14.8K ﹤0.01%
550
1058
$14.8K ﹤0.01%
+103
1059
$14.8K ﹤0.01%
57
1060
$14.6K ﹤0.01%
162
1061
$14.5K ﹤0.01%
1,496
1062
$14.4K ﹤0.01%
488
1063
$14.4K ﹤0.01%
+199
1064
$14.4K ﹤0.01%
1,105
1065
$14.4K ﹤0.01%
228
1066
$14.2K ﹤0.01%
+392
1067
$14.1K ﹤0.01%
344
1068
$14K ﹤0.01%
305
+143
1069
$14K ﹤0.01%
105
1070
$13.8K ﹤0.01%
205
1071
$13.8K ﹤0.01%
122
1072
$13.6K ﹤0.01%
+257
1073
$13.6K ﹤0.01%
200
1074
$13.5K ﹤0.01%
584
1075
$13.5K ﹤0.01%
+127