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
401
$258K 0.01%
4,463
-751
402
$253K 0.01%
17,225
403
$252K 0.01%
8,600
404
$252K 0.01%
3,775
405
$251K 0.01%
7,772
406
$250K 0.01%
4,552
407
$248K 0.01%
4,326
-173
408
$243K 0.01%
6,840
409
$238K 0.01%
5,211
-900
410
$235K 0.01%
3,217
411
$231K 0.01%
5,746
412
$231K 0.01%
15,712
413
$230K 0.01%
14,786
-2,991
414
$230K 0.01%
2,985
415
$227K 0.01%
3,951
416
$227K 0.01%
3,643
417
$226K 0.01%
4,500
418
$225K 0.01%
6,859
419
$225K 0.01%
5,022
-964
420
$224K 0.01%
5,078
421
$221K 0.01%
3,282
-520
422
$219K 0.01%
1,895
423
$218K 0.01%
8,535
424
$216K 0.01%
3,504
-75
425
$215K 0.01%
1,392
15 16
17
18 19