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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

Sector Composition

1 Healthcare 11.61%
2 Financials 10.75%
3 Industrials 10.01%
4 Technology 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$66K ﹤0.01%
494
702
$66K ﹤0.01%
3,118
703
$66K ﹤0.01%
562
+87
704
$65K ﹤0.01%
2,000
705
$65K ﹤0.01%
1,345
706
$64K ﹤0.01%
1,700
707
$64K ﹤0.01%
3,036
708
$63K ﹤0.01%
+2,300
709
$62K ﹤0.01%
775
710
$62K ﹤0.01%
970
711
$62K ﹤0.01%
+1,300
712
$62K ﹤0.01%
706
713
$60K ﹤0.01%
+850
714
$60K ﹤0.01%
+3,500
715
$58K ﹤0.01%
291
-88
716
$58K ﹤0.01%
+1,500
717
$57K ﹤0.01%
2,601
718
$56K ﹤0.01%
837
719
$56K ﹤0.01%
2,500
720
$56K ﹤0.01%
7,000
721
$56K ﹤0.01%
1,054
+75
722
$56K ﹤0.01%
7,500
723
$55K ﹤0.01%
997
724
$55K ﹤0.01%
620
+500
725
$55K ﹤0.01%
5,750
27 28
29
30 31