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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$14.9M
3 +$13.3M
4
PM icon
Philip Morris
PM
+$11.1M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$10.7M

Top Sells

1 +$16.3M
2 +$16.2M
3 +$10.4M
4
CME icon
CME Group
CME
+$10.3M
5
BLK icon
Blackrock
BLK
+$10.1M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.6%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$14.1K ﹤0.01%
1,358
1202
$14.1K ﹤0.01%
+270
1203
$13.9K ﹤0.01%
696
1204
$13.8K ﹤0.01%
260
1205
$13.8K ﹤0.01%
+1,750
1206
$13.7K ﹤0.01%
189
1207
$13.7K ﹤0.01%
484
1208
$13.7K ﹤0.01%
119
1209
$13.7K ﹤0.01%
175
1210
$13.6K ﹤0.01%
164
+1
1211
$13.6K ﹤0.01%
215
1212
$13.5K ﹤0.01%
113
1213
$13.5K ﹤0.01%
3,328
1214
$13.3K ﹤0.01%
1,257
1215
$13.2K ﹤0.01%
272
1216
$13.2K ﹤0.01%
432
1217
$13.2K ﹤0.01%
300
1218
$13.2K ﹤0.01%
200
1219
$13.1K ﹤0.01%
345
-217
1220
$13.1K ﹤0.01%
725
-353
1221
$13K ﹤0.01%
674
1222
$12.8K ﹤0.01%
316
1223
$12.8K ﹤0.01%
122
1224
$12.6K ﹤0.01%
100
1225
$12.5K ﹤0.01%
194
+70