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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$14.9M
3 +$13.3M
4
PM icon
Philip Morris
PM
+$11.1M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$10.7M

Top Sells

1 +$16.3M
2 +$16.2M
3 +$10.4M
4
CME icon
CME Group
CME
+$10.3M
5
BLK icon
Blackrock
BLK
+$10.1M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.6%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$18.4K ﹤0.01%
439
1127
$18.3K ﹤0.01%
792
1128
$18.2K ﹤0.01%
295
1129
$18K ﹤0.01%
86
1130
$18K ﹤0.01%
658
-292
1131
$17.9K ﹤0.01%
+612
1132
$17.9K ﹤0.01%
262
1133
$17.9K ﹤0.01%
2,099
1134
$17.9K ﹤0.01%
472
1135
$17.7K ﹤0.01%
100
1136
$17.5K ﹤0.01%
240
1137
$17.5K ﹤0.01%
+223
1138
$17.4K ﹤0.01%
430
1139
$17.4K ﹤0.01%
291
1140
$17.4K ﹤0.01%
+292
1141
$17.4K ﹤0.01%
+430
1142
$17.3K ﹤0.01%
1,002
-2,061
1143
$17.3K ﹤0.01%
11
1144
$17.2K ﹤0.01%
2,253
1145
$17.2K ﹤0.01%
166
1146
$17.1K ﹤0.01%
700
-95
1147
$17.1K ﹤0.01%
227
1148
$17.1K ﹤0.01%
643
1149
$17.1K ﹤0.01%
220
1150
$17.1K ﹤0.01%
350