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
726
$29K ﹤0.01%
785
727
$29K ﹤0.01%
1,100
728
$29K ﹤0.01%
270
729
$28K ﹤0.01%
135
730
$28K ﹤0.01%
+600
731
$28K ﹤0.01%
771
-235
732
$28K ﹤0.01%
+141
733
$28K ﹤0.01%
842
-210
734
$28K ﹤0.01%
400
735
$27K ﹤0.01%
482
-165
736
$27K ﹤0.01%
839
737
$27K ﹤0.01%
400
738
$27K ﹤0.01%
716
739
$27K ﹤0.01%
1,037
740
$26K ﹤0.01%
404
-1,920
741
$26K ﹤0.01%
907
742
$26K ﹤0.01%
600
743
$26K ﹤0.01%
425
+200
744
$26K ﹤0.01%
1,930
-225
745
$26K ﹤0.01%
425
746
$26K ﹤0.01%
1,000
747
$25K ﹤0.01%
2,460
-390
748
$25K ﹤0.01%
530
749
$25K ﹤0.01%
536
-165
750
$25K ﹤0.01%
1,055
28 29
30
31 32