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
1301
$1.78K ﹤0.01%
129
1302
$1.71K ﹤0.01%
72
1303
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1304
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43
1305
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1306
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55
1307
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+19
1308
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1309
$1.59K ﹤0.01%
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1310
$1.58K ﹤0.01%
43
-50
1311
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100
1312
$1.52K ﹤0.01%
58
-101
1313
$1.49K ﹤0.01%
+32
1314
$1.44K ﹤0.01%
5
1315
$1.38K ﹤0.01%
100
-756
1316
$1.38K ﹤0.01%
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1317
$1.37K ﹤0.01%
84
+1
1318
$1.21K ﹤0.01%
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1319
$1.21K ﹤0.01%
18
1320
$1.17K ﹤0.01%
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1321
$1.17K ﹤0.01%
17
1322
$1.15K ﹤0.01%
56
1323
$1.04K ﹤0.01%
+146
1324
$1.04K ﹤0.01%
+12
1325
$1.02K ﹤0.01%
35
51 52
53
54 55