WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

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%
340
777
$21K ﹤0.01%
440
-100
778
$21K ﹤0.01%
550
779
$21K ﹤0.01%
470
780
$21K ﹤0.01%
521
-1,499
781
$20K ﹤0.01%
93
782
$20K ﹤0.01%
235
783
$20K ﹤0.01%
1,870
-512
784
$19K ﹤0.01%
4,160
785
$19K ﹤0.01%
+510
786
$19K ﹤0.01%
528
-430
787
$19K ﹤0.01%
323
788
$18K ﹤0.01%
159
789
$18K ﹤0.01%
1,023
790
$18K ﹤0.01%
425
-425
791
$18K ﹤0.01%
768
792
$18K ﹤0.01%
80
793
$17K ﹤0.01%
1,200
794
$17K ﹤0.01%
365
795
$17K ﹤0.01%
161
-60
796
$17K ﹤0.01%
146
797
$17K ﹤0.01%
365
798
$17K ﹤0.01%
348
-120
799
$16K ﹤0.01%
205
800
$16K ﹤0.01%
300
30 31
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