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
926
$25K ﹤0.01%
+99
927
$25K ﹤0.01%
1,872
928
$24K ﹤0.01%
650
929
$24K ﹤0.01%
860
-5,079
930
$24K ﹤0.01%
1,229
-2,021
931
$24K ﹤0.01%
990
932
$24K ﹤0.01%
5,930
-9,263
933
$24K ﹤0.01%
147
934
$24K ﹤0.01%
5,300
935
$24K ﹤0.01%
830
936
$24K ﹤0.01%
782
-10
937
$23K ﹤0.01%
520
938
$23K ﹤0.01%
716
939
$23K ﹤0.01%
1,009
940
$23K ﹤0.01%
1,802
941
$23K ﹤0.01%
3,785
942
$23K ﹤0.01%
1,025
-12
943
$23K ﹤0.01%
817
944
$23K ﹤0.01%
1,049
945
$22K ﹤0.01%
28
-11
946
$22K ﹤0.01%
1,159
947
$22K ﹤0.01%
390
948
$22K ﹤0.01%
542
949
$22K ﹤0.01%
120
950
$22K ﹤0.01%
3,320
+1,709
36 37
38
39 40