WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

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
$35K ﹤0.01%
12,665
702
$34K ﹤0.01%
710
703
$34K ﹤0.01%
454
704
$34K ﹤0.01%
698
705
$34K ﹤0.01%
1,387
706
$33K ﹤0.01%
5,800
707
$33K ﹤0.01%
2,657
708
$33K ﹤0.01%
955
709
$33K ﹤0.01%
2,000
710
$32K ﹤0.01%
338
711
$32K ﹤0.01%
1,448
712
$32K ﹤0.01%
600
713
$32K ﹤0.01%
6,198
714
$31K ﹤0.01%
554
715
$31K ﹤0.01%
697
716
$31K ﹤0.01%
405
717
$31K ﹤0.01%
433
718
$31K ﹤0.01%
5,207
-4
719
$31K ﹤0.01%
1,000
720
$31K ﹤0.01%
1,152
721
$31K ﹤0.01%
800
722
$30K ﹤0.01%
490
-140
723
$30K ﹤0.01%
416
724
$30K ﹤0.01%
210
725
$30K ﹤0.01%
387
27 28
29
30 31