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
$2.74B
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%
234
+167
1127
$6K ﹤0.01%
297
+137
1128
$6K ﹤0.01%
+142
1129
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100
1130
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100
1131
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409
1132
$5K ﹤0.01%
+264
1133
$5K ﹤0.01%
+64
1134
$5K ﹤0.01%
+110
1135
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60
1136
$5K ﹤0.01%
69
1137
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366
1138
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+248
1139
$5K ﹤0.01%
+63
1140
$5K ﹤0.01%
106
1141
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63
1142
$5K ﹤0.01%
141
1143
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1144
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61
-40
1145
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1146
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186
1147
$5K ﹤0.01%
305
1148
$5K ﹤0.01%
+136
1149
$5K ﹤0.01%
+333
1150
$5K ﹤0.01%
190
44 45
46
47 48