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
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$16K ﹤0.01%
635
802
$16K ﹤0.01%
1,000
803
$16K ﹤0.01%
1,500
804
$16K ﹤0.01%
1,839
805
$16K ﹤0.01%
150
806
$16K ﹤0.01%
1,100
807
$15K ﹤0.01%
716
808
$15K ﹤0.01%
1,964
809
$15K ﹤0.01%
422
810
$15K ﹤0.01%
1,740
-716
811
$15K ﹤0.01%
175
812
$15K ﹤0.01%
227
813
$15K ﹤0.01%
258
814
$15K ﹤0.01%
300
815
$15K ﹤0.01%
450
816
$15K ﹤0.01%
403
-85
817
$15K ﹤0.01%
719
818
$15K ﹤0.01%
165
819
$14K ﹤0.01%
245
820
$14K ﹤0.01%
2
821
$14K ﹤0.01%
1,236
822
$14K ﹤0.01%
360
823
$14K ﹤0.01%
1,000
824
$14K ﹤0.01%
158
825
$14K ﹤0.01%
405
31 32
33
34 35