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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$60K ﹤0.01%
3,036
627
$60K ﹤0.01%
1,400
628
$60K ﹤0.01%
3,100
629
$60K ﹤0.01%
2,491
630
$60K ﹤0.01%
1,326
631
$59K ﹤0.01%
320
+79
632
$58K ﹤0.01%
1,046
633
$56K ﹤0.01%
500
+341
634
$56K ﹤0.01%
640
635
$56K ﹤0.01%
746
636
$56K ﹤0.01%
1,950
-230
637
$55K ﹤0.01%
1,000
638
$55K ﹤0.01%
5,750
639
$54K ﹤0.01%
1,973
640
$54K ﹤0.01%
12,665
641
$53K ﹤0.01%
2,668
642
$53K ﹤0.01%
1,250
643
$53K ﹤0.01%
514
644
$52K ﹤0.01%
667
645
$52K ﹤0.01%
1,450
646
$52K ﹤0.01%
1,250
647
$51K ﹤0.01%
1,180
648
$50K ﹤0.01%
3,964
649
$50K ﹤0.01%
890
650
$50K ﹤0.01%
400
24 25
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