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
1326
$7.09K ﹤0.01%
51
1327
$7.09K ﹤0.01%
+115
1328
$7.09K ﹤0.01%
+136
1329
$7.06K ﹤0.01%
99
1330
$7.03K ﹤0.01%
+61
1331
$7.02K ﹤0.01%
221
1332
$6.93K ﹤0.01%
153
1333
$6.92K ﹤0.01%
655
1334
$6.89K ﹤0.01%
50
1335
$6.78K ﹤0.01%
312
1336
$6.75K ﹤0.01%
+120
1337
$6.75K ﹤0.01%
150
1338
$6.73K ﹤0.01%
155
1339
$6.71K ﹤0.01%
+100
1340
$6.66K ﹤0.01%
72
1341
$6.6K ﹤0.01%
64
1342
$6.58K ﹤0.01%
+183
1343
$6.57K ﹤0.01%
91
+30
1344
$6.46K ﹤0.01%
283
1345
$6.44K ﹤0.01%
272
1346
$6.35K ﹤0.01%
306
-14
1347
$6.18K ﹤0.01%
52
1348
$6.14K ﹤0.01%
412
1349
$6.14K ﹤0.01%
25
1350
$6.11K ﹤0.01%
53
-90