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
576
$81K ﹤0.01%
552
577
$81K ﹤0.01%
746
578
$81K ﹤0.01%
6,400
579
$81K ﹤0.01%
7,000
580
$80K ﹤0.01%
7
581
$80K ﹤0.01%
1,689
+75
582
$80K ﹤0.01%
1,460
583
$79K ﹤0.01%
2,527
584
$79K ﹤0.01%
633
585
$79K ﹤0.01%
1,146
586
$78K ﹤0.01%
4,965
587
$78K ﹤0.01%
2,250
588
$77K ﹤0.01%
1,504
589
$77K ﹤0.01%
2,037
-109
590
$76K ﹤0.01%
435
591
$76K ﹤0.01%
1,326
592
$76K ﹤0.01%
2,754
593
$75K ﹤0.01%
1,040
594
$74K ﹤0.01%
160,480
-17,400
595
$74K ﹤0.01%
2,210
596
$73K ﹤0.01%
5,815
597
$73K ﹤0.01%
1,000
598
$72K ﹤0.01%
910
599
$72K ﹤0.01%
4,835
600
$71K ﹤0.01%
381
22 23
24
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