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
701
$35K ﹤0.01%
785
702
$35K ﹤0.01%
1,434
703
$35K ﹤0.01%
1,456
704
$35K ﹤0.01%
910
705
$35K ﹤0.01%
5,000
706
$35K ﹤0.01%
955
707
$35K ﹤0.01%
1,145
708
$34K ﹤0.01%
3,094
709
$34K ﹤0.01%
360
710
$34K ﹤0.01%
735
711
$34K ﹤0.01%
800
712
$34K ﹤0.01%
1,022
713
$34K ﹤0.01%
+621
714
$34K ﹤0.01%
1,870
715
$33K ﹤0.01%
1,073
716
$33K ﹤0.01%
2,288
717
$33K ﹤0.01%
955
718
$33K ﹤0.01%
300
719
$32K ﹤0.01%
1,500
720
$32K ﹤0.01%
416
721
$32K ﹤0.01%
2,000
722
$32K ﹤0.01%
270
723
$31K ﹤0.01%
554
724
$31K ﹤0.01%
710
725
$31K ﹤0.01%
504
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