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
751
$55K ﹤0.01%
1,622
752
$55K ﹤0.01%
3,100
753
$54K ﹤0.01%
388
754
$54K ﹤0.01%
2,515
+392
755
$54K ﹤0.01%
5,750
756
$54K ﹤0.01%
2,622
757
$54K ﹤0.01%
3,012
758
$54K ﹤0.01%
400
759
$54K ﹤0.01%
2,130
+62
760
$54K ﹤0.01%
1,500
761
$53K ﹤0.01%
8
762
$53K ﹤0.01%
1,950
763
$52K ﹤0.01%
426
+26
764
$52K ﹤0.01%
2,336
765
$52K ﹤0.01%
1,043
766
$52K ﹤0.01%
803
767
$52K ﹤0.01%
2,365
768
$51K ﹤0.01%
1,210
769
$51K ﹤0.01%
433
770
$51K ﹤0.01%
429
771
$51K ﹤0.01%
1,343
772
$50K ﹤0.01%
904
-1
773
$50K ﹤0.01%
+496
774
$49K ﹤0.01%
1,180
775
$49K ﹤0.01%
2,648
29 30
31
32 33