WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$6.15M
2
+$3.5M
3
+$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1
+$6.95M
2
+$3.7M
3
+$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

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
551
$95K ﹤0.01%
1,900
552
$95K ﹤0.01%
1,274
553
$94K ﹤0.01%
781
554
$93K ﹤0.01%
2,237
555
$92K ﹤0.01%
7,404
556
$92K ﹤0.01%
18,300
557
$91K ﹤0.01%
1,037
558
$90K ﹤0.01%
8,588
559
$90K ﹤0.01%
2,463
-265
560
$90K ﹤0.01%
2,737
+23
561
$88K ﹤0.01%
4,358
562
$87K ﹤0.01%
3,750
563
$86K ﹤0.01%
535
564
$85K ﹤0.01%
2,485
+80
565
$85K ﹤0.01%
3,252
566
$84K ﹤0.01%
1,445
+445
567
$83K ﹤0.01%
+2,100
568
$83K ﹤0.01%
5,600
569
$83K ﹤0.01%
1,338
570
$83K ﹤0.01%
1,000
571
$82K ﹤0.01%
68
572
$82K ﹤0.01%
1,500
573
$82K ﹤0.01%
4,704
574
$81K ﹤0.01%
1,260
+510
575
$81K ﹤0.01%
2,161
21 22
23
24 25