WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.79B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.3M
3
+$12.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$12.4M
5
AMGN icon
Amgen
AMGN
+$11.3M

Top Sells

1
+$97.3M
2
+$56M
3
+$18.9M
4
IQV icon
IQVIA
IQV
+$17.2M
5
LNG icon
Cheniere Energy
LNG
+$13.8M

Sector Composition

1 Technology 28.55%
2 Financials 12.61%
3 Consumer Discretionary 8.1%
4 Communication Services 7.77%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$8.43K ﹤0.01%
54
-34
1152
$8.43K ﹤0.01%
206
1153
$8.42K ﹤0.01%
25
1154
$8.41K ﹤0.01%
+100
1155
$8.32K ﹤0.01%
+327
1156
$8.14K ﹤0.01%
200
1157
$8.11K ﹤0.01%
+153
1158
$8.1K ﹤0.01%
66
1159
$7.95K ﹤0.01%
90
1160
$7.95K ﹤0.01%
2,165
1161
$7.93K ﹤0.01%
1,011
1162
$7.84K ﹤0.01%
+212
1163
$7.82K ﹤0.01%
50
1164
$7.77K ﹤0.01%
101
1165
$7.77K ﹤0.01%
+93
1166
$7.74K ﹤0.01%
+22
1167
$7.72K ﹤0.01%
+243
1168
$7.66K ﹤0.01%
+155
1169
$7.6K ﹤0.01%
200
1170
$7.6K ﹤0.01%
+144
1171
$7.53K ﹤0.01%
33
1172
$7.5K ﹤0.01%
338
1173
$7.44K ﹤0.01%
490
1174
$7.39K ﹤0.01%
112
1175
$7.37K ﹤0.01%
+174
45 46
47
48 49