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
826
$15K ﹤0.01%
245
827
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464
828
$15K ﹤0.01%
727
829
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165
830
$15K ﹤0.01%
1,450
-1,300
831
$15K ﹤0.01%
208
832
$15K ﹤0.01%
+200
833
$14K ﹤0.01%
175
834
$14K ﹤0.01%
655
835
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205
836
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220
-234
837
$14K ﹤0.01%
+242
838
$14K ﹤0.01%
233
839
$14K ﹤0.01%
1,055
840
$13K ﹤0.01%
175
841
$13K ﹤0.01%
310
842
$13K ﹤0.01%
760
843
$13K ﹤0.01%
240
844
$13K ﹤0.01%
1,560
-75
845
$13K ﹤0.01%
470
846
$13K ﹤0.01%
+500
847
$13K ﹤0.01%
292
848
$13K ﹤0.01%
+800
849
$13K ﹤0.01%
350
850
$13K ﹤0.01%
500
32 33
34
35 36