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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
$7.05B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,608
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.3M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$13.3M
5
ABNB icon
Airbnb
ABNB
+$11.4M

Top Sells

1
+$117M
2
+$21.8M
3
+$20.1M
4
TSLA icon
Tesla
TSLA
+$10.1M
5
STE icon
Steris
STE
+$9.59M

Sector Composition

1 Technology 26.97%
2 Financials 10.84%
3 Healthcare 8.51%
4 Consumer Discretionary 7.8%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
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1527
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-14,905
1528
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1529
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1530
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1531
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1532
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-30
1533
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-7,500
1534
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-420
1535
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-413
1536
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1537
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-95
1538
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1539
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1540
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1541
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-500
1542
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-30
1543
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1544
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-7,500
1546
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1547
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1548
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1549
– –
-7
1550
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60 61
62
63 64