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
776
$21K ﹤0.01%
395
777
$21K ﹤0.01%
474
-155
778
$21K ﹤0.01%
550
779
$21K ﹤0.01%
280
780
$20K ﹤0.01%
93
781
$20K ﹤0.01%
235
782
$20K ﹤0.01%
1,870
-512
783
$19K ﹤0.01%
4,160
784
$19K ﹤0.01%
+510
785
$19K ﹤0.01%
528
-430
786
$19K ﹤0.01%
323
787
$18K ﹤0.01%
425
-425
788
$18K ﹤0.01%
768
789
$18K ﹤0.01%
80
790
$18K ﹤0.01%
159
791
$18K ﹤0.01%
1,023
792
$17K ﹤0.01%
1,200
793
$17K ﹤0.01%
365
794
$17K ﹤0.01%
348
-120
795
$17K ﹤0.01%
365
796
$17K ﹤0.01%
161
-60
797
$17K ﹤0.01%
146
798
$16K ﹤0.01%
1,839
799
$16K ﹤0.01%
150
800
$16K ﹤0.01%
205
30 31
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