WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.79B
AUM Growth
+$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,640
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.3M
3
+$12.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$12.4M
5
AMGN icon
Amgen
AMGN
+$11.3M

Top Sells

1
+$97.3M
2
+$56M
3
+$18.9M
4
IQV icon
IQVIA
IQV
+$17.2M
5
LNG icon
Cheniere Energy
LNG
+$13.8M

Sector Composition

1 Technology 28.55%
2 Financials 12.61%
3 Consumer Discretionary 8.1%
4 Communication Services 7.77%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$3.93K ﹤0.01%
75
1252
$3.91K ﹤0.01%
488
1253
$3.82K ﹤0.01%
+433
1254
$3.77K ﹤0.01%
71
-79
1255
$3.7K ﹤0.01%
294
-28
1256
$3.65K ﹤0.01%
267
+167
1257
$3.59K ﹤0.01%
+130
1258
$3.54K ﹤0.01%
458
1259
$3.51K ﹤0.01%
+18
1260
$3.43K ﹤0.01%
189
1261
$3.41K ﹤0.01%
166
1262
$3.39K ﹤0.01%
+389
1263
$3.36K ﹤0.01%
+59
1264
$3.31K ﹤0.01%
+13
1265
$3.24K ﹤0.01%
500
1266
$3.22K ﹤0.01%
+121
1267
$3.19K ﹤0.01%
200
-100
1268
$3.19K ﹤0.01%
+200
1269
$3.1K ﹤0.01%
259
1270
$3.08K ﹤0.01%
193
1271
$3.08K ﹤0.01%
70
1272
$3K ﹤0.01%
153
-5
1273
$2.98K ﹤0.01%
241
1274
$2.97K ﹤0.01%
22
1275
$2.97K ﹤0.01%
+172
49 50
51
52 53