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
601
$67K ﹤0.01%
+1,560
602
$66K ﹤0.01%
+1,019
603
$66K ﹤0.01%
+1,080
604
$66K ﹤0.01%
+2,310
605
$65K ﹤0.01%
+11,800
606
$65K ﹤0.01%
+1,300
607
$64K ﹤0.01%
+1,614
608
$64K ﹤0.01%
+955
609
$64K ﹤0.01%
+1,586
610
$63K ﹤0.01%
+781
611
$63K ﹤0.01%
+2,668
612
$63K ﹤0.01%
+1,500
613
$63K ﹤0.01%
+2,180
614
$62K ﹤0.01%
+756
615
$62K ﹤0.01%
+1,028
616
$62K ﹤0.01%
+2,527
617
$62K ﹤0.01%
+1,090
618
$62K ﹤0.01%
+3,887
619
$62K ﹤0.01%
+1,170
620
$61K ﹤0.01%
+1,820
621
$61K ﹤0.01%
+633
622
$61K ﹤0.01%
+1,490
623
$61K ﹤0.01%
+3,828
624
$60K ﹤0.01%
+2,250
625
$60K ﹤0.01%
+750
23 24
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