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
$2.74B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$8.91M
3
+$8.15M
4
META icon
Meta Platforms (Facebook)
META
+$7.34M
5
BTI icon
British American Tobacco
BTI
+$7.03M

Top Sells

1
+$10.4M
2
+$10.1M
3
+$9.48M
4
EQT icon
EQT Corp
EQT
+$9.41M
5
AAPL icon
Apple
AAPL
+$8.64M

Sector Composition

1 Financials 11.56%
2 Healthcare 10.66%
3 Technology 9.74%
4 Industrials 9.15%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$0 ﹤0.01%
32
1352
– –
-5
1353
– –
-1,111
1354
$0 ﹤0.01%
3
1355
$0 ﹤0.01%
12
1356
– –
-9
1357
– –
-610
1358
$0 ﹤0.01%
1
1359
– –
-500
1360
$0 ﹤0.01%
7
1361
– –
-565
1362
$0 ﹤0.01%
47
1363
$0 ﹤0.01%
7
1364
$0 ﹤0.01%
14
1365
$0 ﹤0.01%
3
1366
– –
-131
1367
– –
-117,444
1368
– –
-1,350
1369
– –
-8,453
1370
– –
-1,347
1371
– –
-8
1372
– –
-155,198
1373
– –
-14
1374
– –
-190,548
1375
– –
-35
52 53 54
55
56