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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.31M
3
+$7.41M
4
SPGI icon
S&P Global
SPGI
+$6.25M
5
CME icon
CME Group
CME
+$6.21M

Top Sells

1
+$16M
2
+$10.3M
3
+$8.11M
4
MTB icon
M&T Bank
MTB
+$7.56M
5
LOW icon
Lowe's Companies
LOW
+$7.42M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$55K ﹤0.01%
3,000
777
$55K ﹤0.01%
2,031
778
$55K ﹤0.01%
1,430
779
$55K ﹤0.01%
150
780
$55K ﹤0.01%
2,900
781
$55K ﹤0.01%
1,622
782
$55K ﹤0.01%
3,825
783
$54K ﹤0.01%
1,549
-765
784
$54K ﹤0.01%
938
-105
785
$54K ﹤0.01%
2,867
786
$53K ﹤0.01%
514
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787
$53K ﹤0.01%
280
788
$53K ﹤0.01%
475
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789
$53K ﹤0.01%
495
790
$53K ﹤0.01%
1,000
791
$53K ﹤0.01%
2,655
792
$53K ﹤0.01%
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18
794
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795
$52K ﹤0.01%
1,372
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$52K ﹤0.01%
1,037
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$51K ﹤0.01%
1,143
798
$50K ﹤0.01%
1,550
799
$50K ﹤0.01%
1,007
-4
800
$50K ﹤0.01%
2,131
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30 31
32
33 34