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
601
$122K ﹤0.01%
21,848
602
$121K ﹤0.01%
2,800
+1,800
603
$121K ﹤0.01%
471
+250
604
$121K ﹤0.01%
2,478
605
$121K ﹤0.01%
2,500
-115
606
$120K ﹤0.01%
1,197
+39
607
$119K ﹤0.01%
9,018
608
$119K ﹤0.01%
1,975
609
$119K ﹤0.01%
9,168
+81
610
$118K ﹤0.01%
1,000
611
$117K ﹤0.01%
1,523
612
$116K ﹤0.01%
1,944
-47
613
$116K ﹤0.01%
2,932
-2
614
$116K ﹤0.01%
1,800
615
$115K ﹤0.01%
5,200
616
$115K ﹤0.01%
4,617
-975
617
$115K ﹤0.01%
3,124
618
$113K ﹤0.01%
2,112
619
$113K ﹤0.01%
1,000
620
$112K ﹤0.01%
7,000
621
$112K ﹤0.01%
1,000
622
$112K ﹤0.01%
3,234
623
$111K ﹤0.01%
1,322
624
$111K ﹤0.01%
3,250
625
$111K ﹤0.01%
2,000
23 24
25
26 27