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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$27.8M
3
+$15.7M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10.8M

Top Sells

1
+$16M
2
+$6.59M
3
+$6.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$6.05M
5
LRCX icon
Lam Research
LRCX
+$5.2M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$31K ﹤0.01%
458
877
$31K ﹤0.01%
+3,000
878
$31K ﹤0.01%
1,000
879
$31K ﹤0.01%
291
+116
880
$31K ﹤0.01%
375
881
$31K ﹤0.01%
737
+556
882
$30K ﹤0.01%
630
-160
883
$30K ﹤0.01%
+1,960
884
$30K ﹤0.01%
1,000
885
$30K ﹤0.01%
687
886
$30K ﹤0.01%
531
+181
887
$29K ﹤0.01%
2,708
+870
888
$29K ﹤0.01%
+1,000
889
$29K ﹤0.01%
1,162
890
$29K ﹤0.01%
1,000
891
$28K ﹤0.01%
289
+156
892
$28K ﹤0.01%
1,669
-187
893
$28K ﹤0.01%
4,061
894
$28K ﹤0.01%
1,159
895
$28K ﹤0.01%
910
896
$28K ﹤0.01%
120
897
$27K ﹤0.01%
400
898
$27K ﹤0.01%
700
899
$27K ﹤0.01%
401
+126
900
$27K ﹤0.01%
+3,000
34 35
36
37 38