WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
1201
$4K ﹤0.01%
434
1202
$4K ﹤0.01%
986
1203
$4K ﹤0.01%
111
1204
$4K ﹤0.01%
95
1205
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172
1206
$4K ﹤0.01%
1,286
1207
$4K ﹤0.01%
175
1208
$4K ﹤0.01%
700
1209
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105
1210
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124
1211
$4K ﹤0.01%
51
1212
$4K ﹤0.01%
1,000
1213
$4K ﹤0.01%
862
1214
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207
1215
$4K ﹤0.01%
115
1216
$4K ﹤0.01%
110
1217
$3K ﹤0.01%
96
-1,250
1218
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341
1219
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524
1220
$3K ﹤0.01%
234
1221
$3K ﹤0.01%
172
-318
1222
$3K ﹤0.01%
75
-786
1223
$3K ﹤0.01%
279
1224
$3K ﹤0.01%
165
1225
$3K ﹤0.01%
328
-9
47 48
49
50 51