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
726
$31K ﹤0.01%
1,100
727
$31K ﹤0.01%
698
728
$31K ﹤0.01%
400
729
$30K ﹤0.01%
404
730
$29K ﹤0.01%
482
731
$29K ﹤0.01%
135
732
$29K ﹤0.01%
536
733
$29K ﹤0.01%
425
734
$29K ﹤0.01%
382
735
$28K ﹤0.01%
5,363
736
$28K ﹤0.01%
907
737
$28K ﹤0.01%
400
738
$28K ﹤0.01%
1,387
739
$28K ﹤0.01%
600
740
$27K ﹤0.01%
530
741
$27K ﹤0.01%
5,600
742
$27K ﹤0.01%
570
743
$27K ﹤0.01%
842
744
$26K ﹤0.01%
490
745
$26K ﹤0.01%
235
746
$26K ﹤0.01%
198
747
$26K ﹤0.01%
1,000
748
$25K ﹤0.01%
2,310
-150
749
$25K ﹤0.01%
722
750
$25K ﹤0.01%
1,152
28 29
30
31 32