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
1176
$5K ﹤0.01%
516
-2,717
1177
$5K ﹤0.01%
+304
1178
$5K ﹤0.01%
69
1179
$5K ﹤0.01%
230
1180
$5K ﹤0.01%
161
1181
$4K ﹤0.01%
385
1182
$4K ﹤0.01%
140
1183
$4K ﹤0.01%
200
1184
$4K ﹤0.01%
434
1185
$4K ﹤0.01%
986
1186
$4K ﹤0.01%
111
1187
$4K ﹤0.01%
95
1188
$4K ﹤0.01%
172
1189
$4K ﹤0.01%
1,286
1190
$4K ﹤0.01%
175
1191
$4K ﹤0.01%
700
1192
$4K ﹤0.01%
105
1193
$4K ﹤0.01%
124
1194
$4K ﹤0.01%
51
1195
$4K ﹤0.01%
1,000
1196
$4K ﹤0.01%
290
-875
1197
$4K ﹤0.01%
506
1198
$4K ﹤0.01%
860
-1,400
1199
$4K ﹤0.01%
862
1200
$4K ﹤0.01%
140
46 47
48
49 50