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
1276
$1K ﹤0.01%
+22
1277
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+20
1278
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52
1279
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500
1280
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1281
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25
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1284
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1285
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1286
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+2
1287
$1K ﹤0.01%
+189
1288
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+12
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+4
1290
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+13
1291
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+23
1292
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16
+9
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+12
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+6
1296
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+37
1297
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+37
1298
$1K ﹤0.01%
312
-168
1299
$1K ﹤0.01%
6
1300
$1K ﹤0.01%
+30
50 51
52
53 54