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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.64M
3
+$6.45M
4
PM icon
Philip Morris
PM
+$5.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.28M

Top Sells

1
+$7.72M
2
+$6.25M
3
+$6.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.09M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.51M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
+12
1252
$1K ﹤0.01%
+12
1253
$1K ﹤0.01%
+72
1254
$1K ﹤0.01%
+46
1255
$1K ﹤0.01%
+33
1256
$1K ﹤0.01%
55
-1,018
1257
$1K ﹤0.01%
+32
1258
$1K ﹤0.01%
+15
1259
$1K ﹤0.01%
161
1260
$1K ﹤0.01%
+17
1261
$1K ﹤0.01%
+13
1262
$1K ﹤0.01%
+68
1263
$1K ﹤0.01%
+250
1264
$1K ﹤0.01%
+16
1265
$1K ﹤0.01%
+85
1266
$1K ﹤0.01%
55
1267
$1K ﹤0.01%
+51
1268
$1K ﹤0.01%
+19
1269
$1K ﹤0.01%
+10
1270
$1K ﹤0.01%
+106
1271
$1K ﹤0.01%
8
+2
1272
$1K ﹤0.01%
9
-11
1273
$1K ﹤0.01%
104
1274
$1K ﹤0.01%
+66
1275
$1K ﹤0.01%
+7
49 50
51
52 53