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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$23K ﹤0.01%
+387
777
$23K ﹤0.01%
+1,277
778
$22K ﹤0.01%
+530
779
$22K ﹤0.01%
+5,800
780
$22K ﹤0.01%
+524
781
$22K ﹤0.01%
+1,036
782
$22K ﹤0.01%
+235
783
$22K ﹤0.01%
+430
784
$22K ﹤0.01%
+200
785
$22K ﹤0.01%
+135
786
$21K ﹤0.01%
+1,152
787
$21K ﹤0.01%
+1,000
788
$21K ﹤0.01%
+800
789
$21K ﹤0.01%
+400
790
$21K ﹤0.01%
+600
791
$20K ﹤0.01%
+280
792
$20K ﹤0.01%
+215
793
$20K ﹤0.01%
+456
794
$20K ﹤0.01%
+450
795
$19K ﹤0.01%
+938
796
$19K ﹤0.01%
+430
797
$19K ﹤0.01%
+280
798
$18K ﹤0.01%
+697
799
$18K ﹤0.01%
+730
800
$18K ﹤0.01%
+1,270
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