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
676
$40K ﹤0.01%
1,073
677
$40K ﹤0.01%
420
678
$40K ﹤0.01%
383
-175
679
$39K ﹤0.01%
2,250
680
$39K ﹤0.01%
1,040
681
$39K ﹤0.01%
1,120
682
$39K ﹤0.01%
735
683
$39K ﹤0.01%
1,000
684
$39K ﹤0.01%
653
685
$38K ﹤0.01%
300
686
$38K ﹤0.01%
241
687
$38K ﹤0.01%
3,094
688
$38K ﹤0.01%
2,288
689
$37K ﹤0.01%
504
690
$37K ﹤0.01%
5,420
-900
691
$37K ﹤0.01%
2,550
-435
692
$37K ﹤0.01%
1,434
693
$37K ﹤0.01%
1,456
694
$37K ﹤0.01%
467
-50
695
$36K ﹤0.01%
320
696
$36K ﹤0.01%
800
697
$35K ﹤0.01%
318
+180
698
$35K ﹤0.01%
5,600
699
$35K ﹤0.01%
3,842
-2,394
700
$35K ﹤0.01%
12,665
26 27
28
29 30