WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+1.65%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$1.78B
AUM Growth
–
Cap. Flow
+$1.78B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.94%
Holding
1,094
New
1,087
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$106M |
| 2 |
Exxon Mobil
XOM
|
$55.2M |
| 3 |
Chevron
CVX
|
$47.9M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$36.8M |
| 5 |
Johnson & Johnson
JNJ
|
$33.7M |
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% |
