WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$6.15M
2
+$3.5M
3
+$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1
+$6.95M
2
+$3.7M
3
+$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

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%
2
827
$14K ﹤0.01%
350
828
$13K ﹤0.01%
175
829
$13K ﹤0.01%
232
-180
830
$13K ﹤0.01%
360
831
$13K ﹤0.01%
1,912
-560
832
$13K ﹤0.01%
386
833
$13K ﹤0.01%
208
834
$12K ﹤0.01%
310
835
$12K ﹤0.01%
282
836
$12K ﹤0.01%
240
837
$12K ﹤0.01%
1,361
838
$12K ﹤0.01%
251
839
$12K ﹤0.01%
202
840
$12K ﹤0.01%
178
841
$12K ﹤0.01%
1,200
-6,800
842
$12K ﹤0.01%
292
843
$12K ﹤0.01%
178
844
$12K ﹤0.01%
136
845
$12K ﹤0.01%
378
-100
846
$12K ﹤0.01%
+491
847
$12K ﹤0.01%
614
848
$11K ﹤0.01%
310
-26
849
$11K ﹤0.01%
175
850
$11K ﹤0.01%
341
32 33
34
35 36