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
701
$34K ﹤0.01%
710
702
$34K ﹤0.01%
454
703
$34K ﹤0.01%
698
704
$34K ﹤0.01%
1,387
705
$33K ﹤0.01%
2,657
706
$33K ﹤0.01%
955
707
$33K ﹤0.01%
2,000
708
$33K ﹤0.01%
5,800
709
$32K ﹤0.01%
600
710
$32K ﹤0.01%
6,198
711
$32K ﹤0.01%
338
712
$32K ﹤0.01%
1,448
713
$31K ﹤0.01%
433
714
$31K ﹤0.01%
5,363
-4
715
$31K ﹤0.01%
1,000
716
$31K ﹤0.01%
1,152
717
$31K ﹤0.01%
800
718
$31K ﹤0.01%
697
719
$31K ﹤0.01%
405
720
$31K ﹤0.01%
554
721
$30K ﹤0.01%
490
-140
722
$30K ﹤0.01%
416
723
$30K ﹤0.01%
210
724
$30K ﹤0.01%
387
725
$29K ﹤0.01%
898
27 28
29
30 31