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
651
$49K ﹤0.01%
+3,964
652
$49K ﹤0.01%
540
653
$48K ﹤0.01%
3,036
654
$48K ﹤0.01%
2,083
655
$48K ﹤0.01%
450
656
$47K ﹤0.01%
1,000
657
$47K ﹤0.01%
890
658
$47K ﹤0.01%
576
659
$46K ﹤0.01%
1,150
660
$46K ﹤0.01%
1,500
661
$46K ﹤0.01%
1,250
-52
662
$46K ﹤0.01%
400
663
$46K ﹤0.01%
1,450
+200
664
$45K ﹤0.01%
667
665
$44K ﹤0.01%
3,203
666
$44K ﹤0.01%
514
667
$44K ﹤0.01%
955
668
$43K ﹤0.01%
600
669
$43K ﹤0.01%
1,490
-880
670
$42K ﹤0.01%
364
671
$42K ﹤0.01%
3,335
672
$42K ﹤0.01%
500
-1,140
673
$42K ﹤0.01%
345
674
$41K ﹤0.01%
1,125
675
$40K ﹤0.01%
510
25 26
27
28 29