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
1376
$1K ﹤0.01%
+63
1377
$1K ﹤0.01%
3
-40
1378
$1K ﹤0.01%
80
1379
$1K ﹤0.01%
+27
1380
$1K ﹤0.01%
6
1381
$1K ﹤0.01%
24
1382
$1K ﹤0.01%
62
-47
1383
$1K ﹤0.01%
43
+23
1384
$1K ﹤0.01%
+12
1385
$1K ﹤0.01%
+12
1386
$1K ﹤0.01%
+72
1387
$1K ﹤0.01%
+46
1388
$1K ﹤0.01%
+33
1389
$1K ﹤0.01%
55
-1,018
1390
$1K ﹤0.01%
+32
1391
$1K ﹤0.01%
+15
1392
$1K ﹤0.01%
161
1393
$1K ﹤0.01%
+17
1394
$1K ﹤0.01%
+14
1395
$1K ﹤0.01%
+13
1396
$1K ﹤0.01%
+68
1397
$1K ﹤0.01%
+250
1398
$1K ﹤0.01%
+16
1399
$1K ﹤0.01%
+85
1400
$1K ﹤0.01%
55
54 55
56
57 58