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
676
$83K ﹤0.01%
596
+12
677
$83K ﹤0.01%
1,858
678
$82K ﹤0.01%
4,802
-1,053
679
$82K ﹤0.01%
537
680
$81K ﹤0.01%
2,527
681
$81K ﹤0.01%
2,650
-100
682
$80K ﹤0.01%
3,650
683
$80K ﹤0.01%
400
684
$79K ﹤0.01%
531
685
$77K ﹤0.01%
2,400
686
$77K ﹤0.01%
742
687
$77K ﹤0.01%
3,038
+3,037
688
$76K ﹤0.01%
4,473
-155
689
$75K ﹤0.01%
1,752
690
$75K ﹤0.01%
1,037
691
$75K ﹤0.01%
1,597
692
$75K ﹤0.01%
2,856
+2,666
693
$74K ﹤0.01%
1,610
-112
694
$74K ﹤0.01%
1,586
695
$74K ﹤0.01%
483
+32
696
$74K ﹤0.01%
530
697
$73K ﹤0.01%
7,000
698
$72K ﹤0.01%
650
699
$72K ﹤0.01%
358
700
$71K ﹤0.01%
1,530
26 27
28
29 30