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
476
$143K 0.01%
1,634
-25
477
$143K 0.01%
1,905
478
$143K 0.01%
5,375
479
$142K 0.01%
6,281
-941
480
$142K 0.01%
4,400
481
$142K 0.01%
4,716
-404
482
$138K 0.01%
2,266
-135
483
$138K 0.01%
3,108
+908
484
$138K 0.01%
4,295
-435
485
$136K 0.01%
6,174
486
$136K 0.01%
1,410
487
$136K 0.01%
1,273
488
$135K 0.01%
1,945
489
$134K 0.01%
6,772
490
$131K 0.01%
+9,018
491
$131K 0.01%
5,711
492
$131K 0.01%
1,025
493
$129K 0.01%
6,186
494
$129K 0.01%
5,000
495
$129K 0.01%
1,087
496
$127K 0.01%
3,608
497
$126K 0.01%
7,450
498
$125K 0.01%
752
-367
499
$124K 0.01%
2,199
500
$124K 0.01%
9,700
18 19
20
21 22