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
851
$11K ﹤0.01%
120
852
$11K ﹤0.01%
310
-26
853
$11K ﹤0.01%
160
854
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175
855
$11K ﹤0.01%
454
856
$11K ﹤0.01%
760
857
$11K ﹤0.01%
75
858
$11K ﹤0.01%
140
859
$11K ﹤0.01%
159
860
$10K ﹤0.01%
755
861
$10K ﹤0.01%
828
862
$10K ﹤0.01%
105
863
$10K ﹤0.01%
284
864
$10K ﹤0.01%
150
865
$10K ﹤0.01%
685
866
$10K ﹤0.01%
145
867
$10K ﹤0.01%
1,399
868
$10K ﹤0.01%
68
869
$10K ﹤0.01%
279
-165
870
$10K ﹤0.01%
380
871
$10K ﹤0.01%
190
872
$10K ﹤0.01%
450
873
$9K ﹤0.01%
600
874
$9K ﹤0.01%
211
875
$9K ﹤0.01%
200
33 34
35
36 37