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
826
$14K ﹤0.01%
350
827
$14K ﹤0.01%
234
828
$14K ﹤0.01%
350
829
$13K ﹤0.01%
175
830
$13K ﹤0.01%
232
-180
831
$13K ﹤0.01%
360
832
$13K ﹤0.01%
1,912
-560
833
$13K ﹤0.01%
386
834
$13K ﹤0.01%
208
835
$12K ﹤0.01%
178
836
$12K ﹤0.01%
1,200
-6,800
837
$12K ﹤0.01%
310
838
$12K ﹤0.01%
282
839
$12K ﹤0.01%
240
840
$12K ﹤0.01%
614
841
$12K ﹤0.01%
251
842
$12K ﹤0.01%
202
843
$12K ﹤0.01%
1,361
844
$12K ﹤0.01%
292
845
$12K ﹤0.01%
178
846
$12K ﹤0.01%
136
847
$12K ﹤0.01%
378
-100
848
$12K ﹤0.01%
+491
849
$11K ﹤0.01%
175
850
$11K ﹤0.01%
341
32 33
34
35 36