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
1301
$8.08K ﹤0.01%
2,009
1302
$8.07K ﹤0.01%
16
1303
$7.95K ﹤0.01%
359
1304
$7.91K ﹤0.01%
+1,200
1305
$7.87K ﹤0.01%
59
1306
$7.8K ﹤0.01%
+105
1307
$7.8K ﹤0.01%
297
1308
$7.79K ﹤0.01%
222
1309
$7.78K ﹤0.01%
+49
1310
$7.77K ﹤0.01%
196
1311
$7.75K ﹤0.01%
66
1312
$7.72K ﹤0.01%
731
+320
1313
$7.65K ﹤0.01%
92
1314
$7.64K ﹤0.01%
195
1315
$7.61K ﹤0.01%
69
1316
$7.6K ﹤0.01%
170
-170
1317
$7.53K ﹤0.01%
178
-366
1318
$7.53K ﹤0.01%
288
1319
$7.53K ﹤0.01%
584
1320
$7.41K ﹤0.01%
200
1321
$7.4K ﹤0.01%
190
1322
$7.38K ﹤0.01%
+212
1323
$7.28K ﹤0.01%
+200
1324
$7.14K ﹤0.01%
98
1325
$7.12K ﹤0.01%
446
51 52
53
54 55