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
$5.75B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,630
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.13M
3 +$5.26M
4
CASY icon
Casey's General Stores
CASY
+$4.87M
5
LUCK
Lucky Strike Entertainment
LUCK
+$4.57M

Top Sells

1 +$20.9M
2 +$17.8M
3 +$10.2M
4
KEYS icon
Keysight
KEYS
+$9.67M
5
PDCE
PDC Energy, Inc.
PDCE
+$8.63M

Sector Composition

1 Technology 22.23%
2 Financials 11.83%
3 Healthcare 8.88%
4 Consumer Discretionary 8.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
-1
1627
-10,346
1628
-298
1629
-220
1630
-3,471