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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

Sector Composition

1 Healthcare 11.61%
2 Financials 10.75%
3 Industrials 10.01%
4 Technology 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$41K ﹤0.01%
388
777
$40K ﹤0.01%
400
778
$40K ﹤0.01%
895
-450
779
$40K ﹤0.01%
+1,200
780
$40K ﹤0.01%
+217
781
$40K ﹤0.01%
+4,050
782
$40K ﹤0.01%
+685
783
$39K ﹤0.01%
1,190
-50
784
$39K ﹤0.01%
4,200
785
$39K ﹤0.01%
+1,049
786
$39K ﹤0.01%
310
-120
787
$39K ﹤0.01%
815
-547
788
$39K ﹤0.01%
604
789
$38K ﹤0.01%
+1,576
790
$38K ﹤0.01%
+1,000
791
$38K ﹤0.01%
910
792
$38K ﹤0.01%
455
+290
793
$37K ﹤0.01%
18
794
$37K ﹤0.01%
433
795
$37K ﹤0.01%
800
796
$37K ﹤0.01%
206
-231
797
$37K ﹤0.01%
2,000
798
$37K ﹤0.01%
3,050
+850
799
$36K ﹤0.01%
2,250
800
$36K ﹤0.01%
960
30 31
32
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