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
1151
$5K ﹤0.01%
+264
1152
$4K ﹤0.01%
+92
1153
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+130
1154
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+71
1155
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50
1156
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+105
1157
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+139
1158
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151
1159
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+157
1160
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70
1161
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1162
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1163
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1164
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1165
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97
1166
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+132
1167
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1168
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+168
1169
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+138
1170
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+38
1171
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70
1172
$4K ﹤0.01%
+84
1173
$4K ﹤0.01%
155
+45
1174
$4K ﹤0.01%
100
1175
$4K ﹤0.01%
110
45 46
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48 49