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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1 +$7.72M
2 +$6.11M
3 +$3.99M
4
AVGO icon
Broadcom
AVGO
+$3.86M
5
EQT icon
EQT Corp
EQT
+$3.79M

Top Sells

1 +$13.9M
2 +$5.19M
3 +$3.56M
4
MCK icon
McKesson
MCK
+$2.96M
5
JPM icon
JPMorgan Chase
JPM
+$2.82M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.96%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$4K ﹤0.01%
+93
1202
$4K ﹤0.01%
100
1203
$4K ﹤0.01%
70
1204
$4K ﹤0.01%
+41
1205
$4K ﹤0.01%
110
1206
$4K ﹤0.01%
610
1207
$4K ﹤0.01%
150
1208
$3K ﹤0.01%
362
1209
$3K ﹤0.01%
+44
1210
$3K ﹤0.01%
53
1211
$3K ﹤0.01%
157
1212
$3K ﹤0.01%
+803
1213
$3K ﹤0.01%
+115
1214
$3K ﹤0.01%
308
1215
$3K ﹤0.01%
+116
1216
$3K ﹤0.01%
+39
1217
$3K ﹤0.01%
+108
1218
$3K ﹤0.01%
110
1219
$3K ﹤0.01%
199
1220
$3K ﹤0.01%
338
-6
1221
$3K ﹤0.01%
201
1222
$3K ﹤0.01%
+144
1223
$3K ﹤0.01%
+96
1224
$3K ﹤0.01%
110
1225
$3K ﹤0.01%
87