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
726
$62K ﹤0.01%
1,947
-228
727
$62K ﹤0.01%
588
+500
728
$62K ﹤0.01%
3,750
729
$62K ﹤0.01%
300
730
$62K ﹤0.01%
1,186
731
$61K ﹤0.01%
1,300
732
$60K ﹤0.01%
3,540
-4,000
733
$60K ﹤0.01%
2,745
734
$60K ﹤0.01%
2,000
735
$60K ﹤0.01%
542
736
$60K ﹤0.01%
3,378
737
$59K ﹤0.01%
237
738
$59K ﹤0.01%
3,000
739
$59K ﹤0.01%
711
740
$57K ﹤0.01%
810
741
$57K ﹤0.01%
2,375
742
$57K ﹤0.01%
620
743
$57K ﹤0.01%
3,372
-1
744
$57K ﹤0.01%
315
745
$57K ﹤0.01%
785
746
$56K ﹤0.01%
516
747
$56K ﹤0.01%
+1,052
748
$56K ﹤0.01%
5,300
749
$56K ﹤0.01%
2,250
750
$55K ﹤0.01%
2,013
28 29
30
31 32