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
1126
$6K ﹤0.01%
5,800
1127
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122
1128
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88
1129
$5K ﹤0.01%
+64
1130
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60
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1133
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1134
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1135
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+63
1136
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1137
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1138
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1139
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1141
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1142
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1143
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1144
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1145
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1146
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1147
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1148
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100
1149
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100
1150
$5K ﹤0.01%
409