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
1226
$3K ﹤0.01%
+99
1227
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+95
1228
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38
1229
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13
1230
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+116
1231
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+53
1232
$3K ﹤0.01%
+476
1233
$3K ﹤0.01%
335
1234
$3K ﹤0.01%
+61
1235
$3K ﹤0.01%
+139
1236
$3K ﹤0.01%
+59
1237
$3K ﹤0.01%
+75
1238
$3K ﹤0.01%
+58
1239
$3K ﹤0.01%
+6
1240
$3K ﹤0.01%
55
1241
$3K ﹤0.01%
403
1242
$3K ﹤0.01%
100
1243
$3K ﹤0.01%
131
1244
$3K ﹤0.01%
190
1245
$3K ﹤0.01%
68
1246
$3K ﹤0.01%
+154
1247
$3K ﹤0.01%
+208
1248
$3K ﹤0.01%
160
1249
$3K ﹤0.01%
250
1250
$2K ﹤0.01%
207
48 49
50
51 52