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
876
$33K ﹤0.01%
1,090
-2,812
877
$32K ﹤0.01%
1,183
878
$32K ﹤0.01%
3,624
879
$32K ﹤0.01%
1,987
-1,158
880
$32K ﹤0.01%
2,333
881
$32K ﹤0.01%
2,023
882
$31K ﹤0.01%
11,218
883
$31K ﹤0.01%
253
884
$31K ﹤0.01%
222
885
$31K ﹤0.01%
1,183
886
$31K ﹤0.01%
2,742
887
$31K ﹤0.01%
375
888
$31K ﹤0.01%
975
889
$31K ﹤0.01%
3,053
-670
890
$31K ﹤0.01%
2,230
891
$31K ﹤0.01%
1,300
892
$30K ﹤0.01%
+1,243
893
$30K ﹤0.01%
152
-6
894
$30K ﹤0.01%
1,016
895
$30K ﹤0.01%
+175
896
$30K ﹤0.01%
1,323
897
$30K ﹤0.01%
148
898
$29K ﹤0.01%
2,240
899
$29K ﹤0.01%
608
900
$29K ﹤0.01%
730
34 35
36
37 38