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
1176
$7.26K ﹤0.01%
53
1177
$7.21K ﹤0.01%
+233
1178
$7.16K ﹤0.01%
+77
1179
$7.15K ﹤0.01%
+218
1180
$7.1K ﹤0.01%
150
1181
$7K ﹤0.01%
+190
1182
$6.98K ﹤0.01%
+139
1183
$6.91K ﹤0.01%
+27
1184
$6.91K ﹤0.01%
135
1185
$6.87K ﹤0.01%
124
1186
$6.83K ﹤0.01%
537
1187
$6.79K ﹤0.01%
474
1188
$6.67K ﹤0.01%
673
1189
$6.59K ﹤0.01%
1,200
1190
$6.53K ﹤0.01%
70
-45
1191
$6.49K ﹤0.01%
+231
1192
$6.45K ﹤0.01%
67
1193
$6.4K ﹤0.01%
138
+1
1194
$6.36K ﹤0.01%
155
1195
$6.33K ﹤0.01%
155
1196
$6.31K ﹤0.01%
+169
1197
$6.26K ﹤0.01%
81
1198
$6.21K ﹤0.01%
22
1199
$6.18K ﹤0.01%
340
1200
$6.18K ﹤0.01%
144
46 47
48
49 50