WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$62K ﹤0.01%
52
-10
627
$62K ﹤0.01%
3,100
628
$61K ﹤0.01%
1,268
-200
629
$61K ﹤0.01%
778
630
$60K ﹤0.01%
1,028
631
$60K ﹤0.01%
963
632
$59K ﹤0.01%
494
633
$58K ﹤0.01%
+4,000
634
$58K ﹤0.01%
775
635
$57K ﹤0.01%
804
636
$57K ﹤0.01%
380
637
$55K ﹤0.01%
1,250
638
$55K ﹤0.01%
5,750
639
$55K ﹤0.01%
+1,035
640
$55K ﹤0.01%
1,115
641
$55K ﹤0.01%
852
642
$54K ﹤0.01%
4,175
+875
643
$53K ﹤0.01%
1,450
644
$53K ﹤0.01%
370
645
$52K ﹤0.01%
1,180
646
$52K ﹤0.01%
1,150
647
$51K ﹤0.01%
1,283
648
$50K ﹤0.01%
580
649
$50K ﹤0.01%
640
-545
650
$49K ﹤0.01%
353
24 25
26
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