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
$3.27B
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%
104
1252
$1K ﹤0.01%
+66
1253
$1K ﹤0.01%
+7
1254
$1K ﹤0.01%
+1,000
1255
$1K ﹤0.01%
+163
1256
$1K ﹤0.01%
+97
1257
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+39
1258
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216
+111
1259
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+19
1260
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30
1261
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17
1262
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37
1263
$1K ﹤0.01%
250
1264
$1K ﹤0.01%
44
1265
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+18
1266
$1K ﹤0.01%
100
1267
$1K ﹤0.01%
+11
1268
$1K ﹤0.01%
+14
1269
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+62
1270
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20
1271
$1K ﹤0.01%
+47
1272
$1K ﹤0.01%
+58
1273
$1K ﹤0.01%
+38
1274
$1K ﹤0.01%
+7
1275
$1K ﹤0.01%
+3
49 50
51
52 53