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
801
$45K ﹤0.01%
+3,000
802
$44K ﹤0.01%
588
803
$44K ﹤0.01%
1,300
804
$44K ﹤0.01%
500
805
$43K ﹤0.01%
318
806
$43K ﹤0.01%
+2,573
807
$43K ﹤0.01%
929
808
$43K ﹤0.01%
10
809
$43K ﹤0.01%
270
810
$43K ﹤0.01%
975
811
$42K ﹤0.01%
1,323
812
$42K ﹤0.01%
1,625
+1,395
813
$42K ﹤0.01%
1,345
-802
814
$41K ﹤0.01%
261
815
$41K ﹤0.01%
1,371
-1,324
816
$40K ﹤0.01%
910
817
$40K ﹤0.01%
534
818
$39K ﹤0.01%
2,986
819
$39K ﹤0.01%
392
+19
820
$39K ﹤0.01%
1,346
821
$39K ﹤0.01%
803
822
$39K ﹤0.01%
3,562
823
$39K ﹤0.01%
2,685
824
$39K ﹤0.01%
498
825
$38K ﹤0.01%
845
31 32
33
34 35