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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$77K ﹤0.01%
+600
577
$76K ﹤0.01%
+1,900
578
$76K ﹤0.01%
+1,412
579
$75K ﹤0.01%
+1,754
580
$75K ﹤0.01%
+1,338
581
$74K ﹤0.01%
+2,318
582
$74K ﹤0.01%
+4,000
583
$73K ﹤0.01%
+2,050
584
$73K ﹤0.01%
+4,000
585
$73K ﹤0.01%
+1,882
586
$71K ﹤0.01%
+5,815
587
$71K ﹤0.01%
+18
588
$71K ﹤0.01%
+2,000
589
$71K ﹤0.01%
+2,750
590
$70K ﹤0.01%
+74
591
$70K ﹤0.01%
+1,000
592
$69K ﹤0.01%
+2,161
593
$69K ﹤0.01%
+195,200
594
$69K ﹤0.01%
+552
595
$68K ﹤0.01%
+1,970
596
$68K ﹤0.01%
+11,696
597
$68K ﹤0.01%
+4,801
598
$68K ﹤0.01%
+13,289
599
$67K ﹤0.01%
+4,361
600
$67K ﹤0.01%
+1,146
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