WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$414K 0.02%
4,506
-1,707
352
$414K 0.02%
4,715
+421
353
$404K 0.02%
10,727
-623
354
$400K 0.02%
7,721
355
$397K 0.02%
3,900
356
$378K 0.02%
2,106
357
$374K 0.02%
5,933
358
$364K 0.02%
8,570
359
$358K 0.02%
2,859
360
$358K 0.02%
2,428
361
$356K 0.02%
14,604
-270
362
$353K 0.02%
8,940
363
$353K 0.02%
8,065
364
$345K 0.02%
+1,865
365
$342K 0.02%
4,065
366
$340K 0.02%
8,525
-2,190
367
$340K 0.02%
5,502
368
$333K 0.02%
6,838
+2,181
369
$333K 0.02%
50,000
370
$331K 0.02%
4,950
371
$329K 0.02%
14,340
372
$329K 0.02%
6,385
373
$324K 0.02%
10,019
374
$324K 0.02%
4,370
375
$322K 0.02%
2,758
13 14
15
16 17