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
576
$85K ﹤0.01%
4,704
577
$83K ﹤0.01%
451
-301
578
$82K ﹤0.01%
633
579
$81K ﹤0.01%
1,393
580
$81K ﹤0.01%
1,000
581
$81K ﹤0.01%
1,234
582
$81K ﹤0.01%
6,345
583
$80K ﹤0.01%
160,480
584
$79K ﹤0.01%
2,754
585
$79K ﹤0.01%
3,750
586
$79K ﹤0.01%
1,874
587
$78K ﹤0.01%
1,700
588
$78K ﹤0.01%
68
589
$78K ﹤0.01%
2,800
590
$78K ﹤0.01%
1,504
591
$77K ﹤0.01%
5,600
592
$77K ﹤0.01%
1,976
593
$77K ﹤0.01%
1,586
594
$77K ﹤0.01%
1,460
595
$77K ﹤0.01%
1,445
596
$76K ﹤0.01%
5,815
597
$76K ﹤0.01%
1,338
598
$76K ﹤0.01%
1,000
599
$74K ﹤0.01%
2,104
-500
600
$74K ﹤0.01%
7,000
22 23
24
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