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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$12.3M
3
+$8.76M
4
WMT icon
Walmart Inc
WMT
+$7.13M
5
BA icon
Boeing
BA
+$4.17M

Top Sells

1
+$5.15M
2
+$4.68M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$3.13M
5
ABT icon
Abbott
ABT
+$3.05M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$94K ﹤0.01%
2,500
-977
652
$94K ﹤0.01%
2,057
+99
653
$92K ﹤0.01%
2,071
654
$92K ﹤0.01%
2,881
+1,522
655
$92K ﹤0.01%
3,444
-1,500
656
$92K ﹤0.01%
1,272
+37
657
$91K ﹤0.01%
1,464
658
$90K ﹤0.01%
4,704
659
$89K ﹤0.01%
446
660
$89K ﹤0.01%
1,432
-1,594
661
$88K ﹤0.01%
955
662
$88K ﹤0.01%
5,746
663
$88K ﹤0.01%
8,588
664
$88K ﹤0.01%
1,676
665
$87K ﹤0.01%
1,099
666
$87K ﹤0.01%
11,186
667
$85K ﹤0.01%
775
668
$85K ﹤0.01%
1,029
669
$85K ﹤0.01%
1,554
670
$85K ﹤0.01%
720
+360
671
$85K ﹤0.01%
567
+27
672
$84K ﹤0.01%
799
-1
673
$84K ﹤0.01%
1,140
674
$84K ﹤0.01%
1,400
675
$83K ﹤0.01%
5,600
25 26
27
28 29