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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17K ﹤0.01%
234
802
$17K ﹤0.01%
1,236
803
$17K ﹤0.01%
1,650
+1,000
804
$17K ﹤0.01%
365
805
$17K ﹤0.01%
258
806
$17K ﹤0.01%
150
807
$17K ﹤0.01%
300
808
$17K ﹤0.01%
422
809
$16K ﹤0.01%
1,200
810
$16K ﹤0.01%
175
811
$16K ﹤0.01%
232
812
$16K ﹤0.01%
716
813
$16K ﹤0.01%
280
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$16K ﹤0.01%
800
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815
$16K ﹤0.01%
1,023
816
$16K ﹤0.01%
300
817
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282
818
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819
$15K ﹤0.01%
1,000
820
$15K ﹤0.01%
158
821
$15K ﹤0.01%
405
822
$15K ﹤0.01%
1,740
823
$15K ﹤0.01%
360
824
$15K ﹤0.01%
350
825
$15K ﹤0.01%
1,912
31 32
33
34 35