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
701
$71K ﹤0.01%
+5,300
702
$70K ﹤0.01%
561
703
$70K ﹤0.01%
1,623
704
$70K ﹤0.01%
2,000
705
$70K ﹤0.01%
1,337
706
$69K ﹤0.01%
4,656
707
$68K ﹤0.01%
+10,044
708
$68K ﹤0.01%
2,014
709
$68K ﹤0.01%
1,057
710
$68K ﹤0.01%
1,101
711
$68K ﹤0.01%
1,123
-255
712
$67K ﹤0.01%
1,462
-182
713
$67K ﹤0.01%
7,772
714
$67K ﹤0.01%
854
715
$67K ﹤0.01%
602
+283
716
$66K ﹤0.01%
5,814
717
$66K ﹤0.01%
2,081
718
$66K ﹤0.01%
3,447
719
$65K ﹤0.01%
+3,798
720
$64K ﹤0.01%
2,589
721
$63K ﹤0.01%
2,359
722
$63K ﹤0.01%
2,292
723
$63K ﹤0.01%
7,500
724
$63K ﹤0.01%
460
725
$63K ﹤0.01%
+180
27 28
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