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
426
$215K 0.01%
4,347
427
$215K 0.01%
4,000
428
$215K 0.01%
2,475
-600
429
$206K 0.01%
3,835
430
$204K 0.01%
2,266
431
$202K 0.01%
2,455
-671
432
$201K 0.01%
10,761
433
$200K 0.01%
4,860
-650
434
$200K 0.01%
2,675
435
$198K 0.01%
7,680
-1,545
436
$195K 0.01%
3,695
437
$195K 0.01%
3,896
438
$194K 0.01%
7,388
-540
439
$193K 0.01%
1,980
440
$193K 0.01%
+8,005
441
$191K 0.01%
3,530
442
$190K 0.01%
7,060
443
$190K 0.01%
2,350
444
$189K 0.01%
18,311
445
$189K 0.01%
5,712
-13,184
446
$185K 0.01%
42,999
447
$184K 0.01%
1,554
448
$183K 0.01%
4,359
449
$177K 0.01%
1,100
450
$177K 0.01%
4,000
16 17
18
19 20