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
$2.59B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.59M
3
+$3.08M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.77M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.57M

Top Sells

1
+$2.31M
2
+$1.8M
3
+$1.3M
4
CAH icon
Cardinal Health
CAH
+$1.17M
5
RAI
Reynolds American Inc
RAI
+$1.09M

Sector Composition

1 Financials 11.29%
2 Healthcare 10.73%
3 Technology 9.55%
4 Industrials 9.09%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
25
1227
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1228
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1229
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4
1230
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1231
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-75
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6
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5
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1240
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40
-500
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$1K ﹤0.01%
+60
1245
$1K ﹤0.01%
25
1246
$1K ﹤0.01%
124
1247
$1K ﹤0.01%
71
1248
$1K ﹤0.01%
16
-129
1249
$1K ﹤0.01%
59
1250
$0 ﹤0.01%
3
48 49
50
51 52