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
851
$37K ﹤0.01%
2,288
852
$36K ﹤0.01%
738
-2,221
853
$36K ﹤0.01%
662
854
$36K ﹤0.01%
771
-6,423
855
$36K ﹤0.01%
271
856
$35K ﹤0.01%
460
857
$35K ﹤0.01%
477
858
$35K ﹤0.01%
1,303
859
$35K ﹤0.01%
1,572
860
$35K ﹤0.01%
771
861
$35K ﹤0.01%
308
862
$35K ﹤0.01%
+36
863
$35K ﹤0.01%
3,600
864
$34K ﹤0.01%
+320
865
$34K ﹤0.01%
1,155
-86
866
$34K ﹤0.01%
496
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$34K ﹤0.01%
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$34K ﹤0.01%
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869
$34K ﹤0.01%
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$34K ﹤0.01%
773
871
$33K ﹤0.01%
12,713
872
$33K ﹤0.01%
1,180
873
$33K ﹤0.01%
2,011
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874
$33K ﹤0.01%
76
-2
875
$33K ﹤0.01%
3,000
33 34
35
36 37