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
1276
$2.89K ﹤0.01%
261
1277
$2.87K ﹤0.01%
213
1278
$2.84K ﹤0.01%
22
1279
$2.83K ﹤0.01%
44
1280
$2.71K ﹤0.01%
+57
1281
$2.57K ﹤0.01%
45
1282
$2.54K ﹤0.01%
200
1283
$2.5K ﹤0.01%
78
1284
$2.48K ﹤0.01%
60
1285
$2.47K ﹤0.01%
88
1286
$2.4K ﹤0.01%
15
1287
$2.39K ﹤0.01%
+51
1288
$2.38K ﹤0.01%
65
1289
$2.36K ﹤0.01%
105
1290
$2.35K ﹤0.01%
40
1291
$2.2K ﹤0.01%
187
1292
$2.08K ﹤0.01%
35
1293
$2.01K ﹤0.01%
106
1294
$2.01K ﹤0.01%
142
1295
$1.95K ﹤0.01%
+70
1296
$1.94K ﹤0.01%
64
1297
$1.85K ﹤0.01%
105
1298
$1.85K ﹤0.01%
17
1299
$1.83K ﹤0.01%
300
1300
$1.82K ﹤0.01%
19
50 51
52
53 54