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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$18K ﹤0.01%
+1,250
802
$18K ﹤0.01%
+564
803
$18K ﹤0.01%
+1,384
804
$18K ﹤0.01%
+576
805
$18K ﹤0.01%
+594
806
$18K ﹤0.01%
+1,000
807
$18K ﹤0.01%
+375
808
$17K ﹤0.01%
+395
809
$17K ﹤0.01%
+365
810
$17K ﹤0.01%
+578
811
$17K ﹤0.01%
+470
812
$16K ﹤0.01%
+425
813
$16K ﹤0.01%
+295
814
$16K ﹤0.01%
+234
815
$16K ﹤0.01%
+574
816
$16K ﹤0.01%
+4,160
817
$15K ﹤0.01%
+655
818
$15K ﹤0.01%
+365
819
$15K ﹤0.01%
+1,070
820
$15K ﹤0.01%
+323
821
$15K ﹤0.01%
+80
822
$15K ﹤0.01%
+458
823
$15K ﹤0.01%
+580
824
$15K ﹤0.01%
+550
825
$15K ﹤0.01%
+400
31 32
33
34 35