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
1251
$3K ﹤0.01%
172
-318
1252
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75
-786
1253
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1255
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+149
1256
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150
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1257
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349
1258
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617
-3,843
1259
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1260
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36
1261
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338
1262
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2,166
-296
1263
$2K ﹤0.01%
1,028
1264
$2K ﹤0.01%
150
-1,898
1265
$2K ﹤0.01%
50
1266
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18
1267
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48
-1,365
1268
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150
1269
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30
1270
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62
1271
$2K ﹤0.01%
25
1272
$2K ﹤0.01%
190
1273
$2K ﹤0.01%
100
-786
1274
$2K ﹤0.01%
170
1275
$2K ﹤0.01%
187
49 50
51
52 53