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
$3.27B
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%
+6
1377
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+13
1378
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1379
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+22
1380
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28
1381
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+3
1383
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1385
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+16
1389
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+26
1390
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+16
1391
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+57
1392
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23
1393
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+6
1394
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28
+19
1395
$1K ﹤0.01%
+8
1396
$1K ﹤0.01%
140
1397
$1K ﹤0.01%
65
1398
$1K ﹤0.01%
60
1399
$1K ﹤0.01%
11
1400
$1K ﹤0.01%
+8
54 55
56
57 58