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
551
$96K ﹤0.01%
897
+510
552
$95K ﹤0.01%
1,900
553
$95K ﹤0.01%
1,274
554
$94K ﹤0.01%
781
555
$93K ﹤0.01%
2,237
556
$92K ﹤0.01%
7,404
557
$92K ﹤0.01%
18,300
558
$91K ﹤0.01%
1,037
559
$90K ﹤0.01%
8,588
560
$90K ﹤0.01%
2,463
-265
561
$90K ﹤0.01%
2,737
+23
562
$88K ﹤0.01%
4,358
563
$87K ﹤0.01%
3,750
564
$86K ﹤0.01%
535
565
$85K ﹤0.01%
2,485
+80
566
$85K ﹤0.01%
3,252
567
$84K ﹤0.01%
1,445
+445
568
$83K ﹤0.01%
5,600
569
$83K ﹤0.01%
1,338
570
$83K ﹤0.01%
1,000
571
$83K ﹤0.01%
+2,100
572
$82K ﹤0.01%
68
573
$82K ﹤0.01%
1,500
574
$82K ﹤0.01%
4,704
575
$81K ﹤0.01%
1,260
+510
21 22
23
24 25