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
1151
$6K ﹤0.01%
+250
1152
$6K ﹤0.01%
558
1153
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557
1154
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186
1155
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165
-1,007
1156
$5K ﹤0.01%
319
-48
1157
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36
1158
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432
1159
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325
-86
1160
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120
1161
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100
-37
1162
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100
1163
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248
1164
$5K ﹤0.01%
626
1165
$5K ﹤0.01%
356
1166
$5K ﹤0.01%
5,800
1167
$5K ﹤0.01%
94
1168
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102
1169
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226
1170
$5K ﹤0.01%
+525
1171
$5K ﹤0.01%
155
1172
$5K ﹤0.01%
167
1173
$5K ﹤0.01%
2,099
1174
$5K ﹤0.01%
77
1175
$5K ﹤0.01%
102
45 46
47
48 49