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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$12.3M
3
+$8.76M
4
WMT icon
Walmart Inc
WMT
+$7.13M
5
BA icon
Boeing
BA
+$4.17M

Top Sells

1
+$5.15M
2
+$4.68M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$3.13M
5
ABT icon
Abbott
ABT
+$3.05M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$137K ﹤0.01%
27,580
577
$137K ﹤0.01%
535
578
$136K ﹤0.01%
5,744
579
$136K ﹤0.01%
3,182
+255
580
$135K ﹤0.01%
3,362
+2,500
581
$134K ﹤0.01%
1,200
582
$133K ﹤0.01%
2,272
583
$133K ﹤0.01%
10,070
584
$132K ﹤0.01%
1,486
585
$132K ﹤0.01%
2,767
586
$132K ﹤0.01%
+6,000
587
$131K ﹤0.01%
5,680
+1,680
588
$131K ﹤0.01%
7,000
589
$129K ﹤0.01%
4,500
590
$129K ﹤0.01%
+7,230
591
$128K ﹤0.01%
5,477
-750
592
$128K ﹤0.01%
2,420
+2,012
593
$127K ﹤0.01%
1,346
+39
594
$127K ﹤0.01%
2,152
595
$126K ﹤0.01%
3,465
+3,000
596
$126K ﹤0.01%
2,200
597
$125K ﹤0.01%
1,650
598
$124K ﹤0.01%
5,000
599
$124K ﹤0.01%
5,400
600
$123K ﹤0.01%
1,150
22 23
24
25 26