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
676
$43K ﹤0.01%
3,335
677
$43K ﹤0.01%
576
678
$43K ﹤0.01%
1,125
679
$43K ﹤0.01%
1,040
680
$43K ﹤0.01%
1,105
+101
681
$42K ﹤0.01%
1,000
682
$42K ﹤0.01%
6,900
683
$42K ﹤0.01%
2,398
+2,198
684
$41K ﹤0.01%
2,638
685
$41K ﹤0.01%
800
686
$40K ﹤0.01%
320
687
$40K ﹤0.01%
2,000
688
$40K ﹤0.01%
1,135
-902
689
$39K ﹤0.01%
1,000
690
$38K ﹤0.01%
1,000
691
$38K ﹤0.01%
4,175
692
$38K ﹤0.01%
383
693
$37K ﹤0.01%
2,250
694
$37K ﹤0.01%
+1,828
695
$37K ﹤0.01%
2,550
696
$36K ﹤0.01%
338
697
$36K ﹤0.01%
771
698
$36K ﹤0.01%
433
699
$35K ﹤0.01%
+3,256
700
$35K ﹤0.01%
318
26 27
28
29 30