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
1101
$6K ﹤0.01%
230
-17,940
1102
$6K ﹤0.01%
76
+8
1103
$6K ﹤0.01%
250
1104
$6K ﹤0.01%
+83
1105
$6K ﹤0.01%
799
1106
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+96
1107
$6K ﹤0.01%
+129
1108
$6K ﹤0.01%
+151
1109
$6K ﹤0.01%
+169
1110
$6K ﹤0.01%
+14
1111
$6K ﹤0.01%
5,800
1112
$6K ﹤0.01%
+122
1113
$6K ﹤0.01%
200
1114
$6K ﹤0.01%
+148
1115
$6K ﹤0.01%
+115
1116
$6K ﹤0.01%
+184
1117
$6K ﹤0.01%
+94
1118
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66
1119
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+190
1120
$6K ﹤0.01%
+246
1121
$6K ﹤0.01%
200
1122
$6K ﹤0.01%
+64
1123
$6K ﹤0.01%
+191
1124
$6K ﹤0.01%
+90
1125
$6K ﹤0.01%
+40