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
826
$38K ﹤0.01%
764
+126
827
$38K ﹤0.01%
150
828
$38K ﹤0.01%
470
829
$38K ﹤0.01%
1,073
830
$38K ﹤0.01%
3,000
831
$37K ﹤0.01%
1,000
832
$37K ﹤0.01%
1,510
-45
833
$37K ﹤0.01%
+790
834
$37K ﹤0.01%
+2,000
835
$36K ﹤0.01%
685
836
$36K ﹤0.01%
922
837
$36K ﹤0.01%
1,000
838
$36K ﹤0.01%
874
839
$36K ﹤0.01%
1,000
840
$35K ﹤0.01%
458
841
$35K ﹤0.01%
1,148
-541
842
$35K ﹤0.01%
2,000
843
$35K ﹤0.01%
605
844
$35K ﹤0.01%
375
845
$35K ﹤0.01%
332
846
$35K ﹤0.01%
3,740
847
$34K ﹤0.01%
1,000
848
$34K ﹤0.01%
1,838
849
$34K ﹤0.01%
1,300
850
$33K ﹤0.01%
687
32 33
34
35 36