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
1051
$11K ﹤0.01%
440
-1,048
1052
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909
1053
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428
1054
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124
1055
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1056
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55
1057
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+788
1058
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903
1059
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1,250
1060
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100
1061
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3,665
1062
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518
1063
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1064
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110
1065
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1066
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1067
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100
1068
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1069
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1070
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1,795
1071
$10K ﹤0.01%
+400
1072
$10K ﹤0.01%
334
1073
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325
1074
$10K ﹤0.01%
754
1075
$10K ﹤0.01%
354
41 42
43
44 45