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
$2.74B
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
1201
$3K ﹤0.01%
32
1202
$3K ﹤0.01%
157
1203
$3K ﹤0.01%
13
1204
$3K ﹤0.01%
+52
1205
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45
1206
$3K ﹤0.01%
308
1207
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116
1208
$3K ﹤0.01%
+150
1209
$3K ﹤0.01%
476
1210
$3K ﹤0.01%
205
-3,750
1211
$3K ﹤0.01%
+221
1212
$3K ﹤0.01%
150
1213
$3K ﹤0.01%
49
-8
1214
$3K ﹤0.01%
131
1215
$3K ﹤0.01%
28
1216
$3K ﹤0.01%
70
1217
$3K ﹤0.01%
+210
1218
$3K ﹤0.01%
+298
1219
$3K ﹤0.01%
68
1220
$3K ﹤0.01%
1,000
1221
$3K ﹤0.01%
45
1222
$3K ﹤0.01%
67
1223
$3K ﹤0.01%
+166
1224
$3K ﹤0.01%
+87
1225
$3K ﹤0.01%
362
47 48
49
50 51