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
1251
$2K ﹤0.01%
+460
1252
$2K ﹤0.01%
65
1253
$2K ﹤0.01%
50
1254
$2K ﹤0.01%
+53
1255
$2K ﹤0.01%
+45
1256
$2K ﹤0.01%
48
1257
$2K ﹤0.01%
24
1258
$2K ﹤0.01%
140
1259
$2K ﹤0.01%
153
-593
1260
$2K ﹤0.01%
78
1261
$2K ﹤0.01%
25
1262
$2K ﹤0.01%
112
+15
1263
$2K ﹤0.01%
18
1264
$2K ﹤0.01%
+171
1265
$2K ﹤0.01%
+484
1266
$2K ﹤0.01%
67
1267
$2K ﹤0.01%
55
1268
$2K ﹤0.01%
+95
1269
$2K ﹤0.01%
+120
1270
$2K ﹤0.01%
25
1271
$2K ﹤0.01%
36
-80
1272
$2K ﹤0.01%
32
1273
$2K ﹤0.01%
+29
1274
$2K ﹤0.01%
150
1275
$2K ﹤0.01%
60
49 50
51
52 53