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
1251
$3K ﹤0.01%
45
-5
1252
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50
1253
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190
1254
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299
1255
$2K ﹤0.01%
+149
1256
$2K ﹤0.01%
349
1257
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617
-3,843
1258
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149
-4,209
1259
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32
1260
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32
-167
1261
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40
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137
-725
1263
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110
1264
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251
-963
1265
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33
1266
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105
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50
1269
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70
1270
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139
-96
1271
$2K ﹤0.01%
150
-34
1272
$2K ﹤0.01%
95
1273
$2K ﹤0.01%
36
1274
$2K ﹤0.01%
338
1275
$2K ﹤0.01%
2,166
-296
49 50
51
52 53