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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$22K ﹤0.01%
635
777
$22K ﹤0.01%
323
778
$21K ﹤0.01%
395
779
$21K ﹤0.01%
94
+1
780
$21K ﹤0.01%
474
781
$21K ﹤0.01%
161
782
$21K ﹤0.01%
528
783
$21K ﹤0.01%
660
784
$21K ﹤0.01%
+400
785
$21K ﹤0.01%
550
786
$20K ﹤0.01%
2,348
-1,806
787
$20K ﹤0.01%
405
788
$20K ﹤0.01%
146
789
$20K ﹤0.01%
348
790
$20K ﹤0.01%
1,731
791
$19K ﹤0.01%
4,160
792
$19K ﹤0.01%
498
+300
793
$18K ﹤0.01%
524
794
$18K ﹤0.01%
227
795
$18K ﹤0.01%
1,839
796
$18K ﹤0.01%
+938
797
$18K ﹤0.01%
212
-566
798
$18K ﹤0.01%
+1,111
799
$17K ﹤0.01%
594
-304
800
$17K ﹤0.01%
1,200
30 31
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