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
$2.03B
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
851
$11K ﹤0.01%
120
852
$11K ﹤0.01%
454
853
$11K ﹤0.01%
760
854
$11K ﹤0.01%
75
855
$11K ﹤0.01%
140
856
$11K ﹤0.01%
159
857
$11K ﹤0.01%
160
858
$11K ﹤0.01%
310
-26
859
$10K ﹤0.01%
755
860
$10K ﹤0.01%
828
861
$10K ﹤0.01%
150
862
$10K ﹤0.01%
685
863
$10K ﹤0.01%
145
864
$10K ﹤0.01%
1,399
865
$10K ﹤0.01%
68
866
$10K ﹤0.01%
279
-165
867
$10K ﹤0.01%
380
868
$10K ﹤0.01%
190
869
$10K ﹤0.01%
105
870
$10K ﹤0.01%
284
871
$10K ﹤0.01%
450
872
$9K ﹤0.01%
200
873
$9K ﹤0.01%
330
874
$9K ﹤0.01%
150
875
$9K ﹤0.01%
300
33 34
35
36 37