WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
-7.13%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$2.06B
AUM Growth
-$197M
(-8.7%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-0.74%
Top 10 Holdings %
Top 10 Hldgs %
23.26%
Holding
1,291
New
57
Increased
177
Reduced
367
Closed
95
Top Buys
| 1 |
RAI
Reynolds American Inc
RAI
|
+$6.1M |
| 2 |
Kraft Heinz
KHC
|
+$5.19M |
| 3 |
Comcast
CMCSA
|
+$4.48M |
| 4 |
American International
AIG
|
+$4.14M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.33M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
+$6.45M |
| 2 |
Procter & Gamble
PG
|
+$5.67M |
| 3 |
Intel
INTC
|
+$4.14M |
| 4 |
Amazon
AMZN
|
+$4.02M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$3.77M |
Sector Composition
| 1 | Healthcare | 11.2% |
| 2 | Financials | 10.68% |
| 3 | Industrials | 9.31% |
| 4 | Consumer Staples | 9.29% |
| 5 | Technology | 9.23% |
