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
951
$22K ﹤0.01%
2,374
952
$22K ﹤0.01%
301
953
$21K ﹤0.01%
1,000
954
$21K ﹤0.01%
405
955
$21K ﹤0.01%
597
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956
$21K ﹤0.01%
2,192
957
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207
959
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960
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247
-5,000
961
$21K ﹤0.01%
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$20K ﹤0.01%
218
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$19K ﹤0.01%
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966
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$19K ﹤0.01%
1,150
-34,183
974
$19K ﹤0.01%
+1,000
975
$18K ﹤0.01%
335
37 38
39
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