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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$12.3M
3
+$8.76M
4
WMT icon
Walmart Inc
WMT
+$7.13M
5
BA icon
Boeing
BA
+$4.17M

Top Sells

1
+$5.15M
2
+$4.68M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$3.13M
5
ABT icon
Abbott
ABT
+$3.05M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$49K ﹤0.01%
495
777
$49K ﹤0.01%
2,288
778
$49K ﹤0.01%
2,223
779
$49K ﹤0.01%
800
780
$48K ﹤0.01%
667
781
$48K ﹤0.01%
1,274
782
$48K ﹤0.01%
803
783
$48K ﹤0.01%
3,500
784
$48K ﹤0.01%
2,129
785
$48K ﹤0.01%
1,396
-729
786
$48K ﹤0.01%
322
787
$47K ﹤0.01%
3,983
788
$47K ﹤0.01%
386
789
$46K ﹤0.01%
1,337
-33
790
$46K ﹤0.01%
1,372
791
$46K ﹤0.01%
7,136
792
$46K ﹤0.01%
228
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$46K ﹤0.01%
678
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794
$46K ﹤0.01%
2,292
795
$46K ﹤0.01%
4,061
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796
$46K ﹤0.01%
2,000
797
$45K ﹤0.01%
999
-1
798
$45K ﹤0.01%
1,283
799
$45K ﹤0.01%
4,800
800
$45K ﹤0.01%
5,999
-1
30 31
32
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