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
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$3.5M
3
+$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1
+$6.95M
2
+$3.7M
3
+$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

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
$61K ﹤0.01%
1,268
-200
628
$61K ﹤0.01%
778
629
$60K ﹤0.01%
1,028
630
$60K ﹤0.01%
963
631
$59K ﹤0.01%
494
632
$58K ﹤0.01%
775
633
$58K ﹤0.01%
+4,000
634
$57K ﹤0.01%
804
635
$57K ﹤0.01%
380
636
$55K ﹤0.01%
1,250
637
$55K ﹤0.01%
5,750
638
$55K ﹤0.01%
+1,035
639
$55K ﹤0.01%
2,230
640
$55K ﹤0.01%
852
641
$54K ﹤0.01%
4,175
+875
642
$53K ﹤0.01%
370
643
$53K ﹤0.01%
1,450
644
$52K ﹤0.01%
1,180
645
$52K ﹤0.01%
1,150
646
$51K ﹤0.01%
1,283
647
$50K ﹤0.01%
640
-545
648
$50K ﹤0.01%
580
649
$49K ﹤0.01%
353
650
$49K ﹤0.01%
1,500
24 25
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