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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$97K ﹤0.01%
2,485
552
$97K ﹤0.01%
797
-100
553
$97K ﹤0.01%
2,105
554
$96K ﹤0.01%
1,037
555
$96K ﹤0.01%
970
556
$95K ﹤0.01%
37,364
-38,077
557
$95K ﹤0.01%
2,150
558
$93K ﹤0.01%
1,500
559
$93K ﹤0.01%
516
+81
560
$93K ﹤0.01%
1,317
561
$92K ﹤0.01%
2,478
-2,600
562
$91K ﹤0.01%
8,588
563
$91K ﹤0.01%
1,698
564
$91K ﹤0.01%
535
565
$91K ﹤0.01%
470
566
$91K ﹤0.01%
2,882
567
$90K ﹤0.01%
3,005
568
$90K ﹤0.01%
1,290
+710
569
$89K ﹤0.01%
1,900
570
$88K ﹤0.01%
1,238
571
$87K ﹤0.01%
381
572
$87K ﹤0.01%
6,058
573
$87K ﹤0.01%
3,252
574
$86K ﹤0.01%
552
575
$85K ﹤0.01%
2,161
21 22
23
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