WT
Whittier Trust Portfolio holdings
AUM
$9.23B
1-Year Est. Return
25.88%
This Fund
S&P 500
1 Year Est. Return
+25.88%
AUM
$2.1B
AUM Growth
+$52.7M
(+2.6%)
Holding
1,136
Top Buys
| 1 | +$5.16M | |
| 2 | +$5.07M | |
| 3 | +$3.69M | |
| 4 |
Kinder Morgan
KMI
|
+$3.44M |
| 5 |
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% |