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
1351
$1K ﹤0.01%
+57
1352
$1K ﹤0.01%
23
1353
$1K ﹤0.01%
+6
1354
$1K ﹤0.01%
28
+19
1355
$1K ﹤0.01%
+8
1356
$1K ﹤0.01%
140
1357
$1K ﹤0.01%
65
1358
$1K ﹤0.01%
60
1359
$1K ﹤0.01%
11
1360
$1K ﹤0.01%
+8
1361
$1K ﹤0.01%
23
1362
$1K ﹤0.01%
36
1363
$1K ﹤0.01%
7
+3
1364
$1K ﹤0.01%
+21
1365
$1K ﹤0.01%
+42
1366
$1K ﹤0.01%
52
-5,868
1367
$1K ﹤0.01%
+50
1368
$1K ﹤0.01%
+26
1369
$1K ﹤0.01%
19
1370
$1K ﹤0.01%
+7
1371
$1K ﹤0.01%
+27
1372
$1K ﹤0.01%
+39
1373
$1K ﹤0.01%
+12
1374
$1K ﹤0.01%
+15
1375
$1K ﹤0.01%
+39
53 54
55
56 57