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
1251
$10.9K ﹤0.01%
130
1252
$10.9K ﹤0.01%
112
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$10.8K ﹤0.01%
235
1254
$10.7K ﹤0.01%
473
+95
1255
$10.6K ﹤0.01%
183
-862
1256
$10.5K ﹤0.01%
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1257
$10.3K ﹤0.01%
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$10.3K ﹤0.01%
523
1259
$10.3K ﹤0.01%
307
1260
$10.1K ﹤0.01%
690
1261
$10.1K ﹤0.01%
+733
1262
$10.1K ﹤0.01%
500
1263
$9.93K ﹤0.01%
+195
1264
$9.9K ﹤0.01%
36
1265
$9.73K ﹤0.01%
516
1266
$9.64K ﹤0.01%
+105
1267
$9.59K ﹤0.01%
310
1268
$9.57K ﹤0.01%
71
-6,105
1269
$9.55K ﹤0.01%
56
1270
$9.54K ﹤0.01%
130
1271
$9.45K ﹤0.01%
282
1272
$9.45K ﹤0.01%
+53
1273
$9.26K ﹤0.01%
163
1274
$9.23K ﹤0.01%
+225
1275
$9.23K ﹤0.01%
653