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
1476
$1.44K ﹤0.01%
+15
1477
$1.39K ﹤0.01%
59
1478
$1.36K ﹤0.01%
+35
1479
$1.35K ﹤0.01%
52
1480
$1.3K ﹤0.01%
90
-80
1481
$1.24K ﹤0.01%
+38
1482
$1.22K ﹤0.01%
188
1483
$1.22K ﹤0.01%
27
-41
1484
$1.14K ﹤0.01%
+7
1485
$1.11K ﹤0.01%
17
1486
$1.1K ﹤0.01%
323
1487
$1.1K ﹤0.01%
196
1488
$1.1K ﹤0.01%
23
1489
$1.08K ﹤0.01%
+17
1490
$1.08K ﹤0.01%
+50
1491
$1.05K ﹤0.01%
+12
1492
$1.05K ﹤0.01%
26
1493
$1.04K ﹤0.01%
+25
1494
$967 ﹤0.01%
55
1495
$956 ﹤0.01%
+15
1496
$956 ﹤0.01%
138
1497
$934 ﹤0.01%
+100
1498
$934 ﹤0.01%
37
1499
$902 ﹤0.01%
40
1500
$874 ﹤0.01%
200
58 59
60
61 62