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
851
$13K ﹤0.01%
366
852
$12K ﹤0.01%
178
853
$12K ﹤0.01%
341
854
$12K ﹤0.01%
459
855
$12K ﹤0.01%
484
856
$12K ﹤0.01%
105
857
$12K ﹤0.01%
454
858
$12K ﹤0.01%
80
859
$12K ﹤0.01%
925
-4,040
860
$12K ﹤0.01%
380
861
$11K ﹤0.01%
140
862
$11K ﹤0.01%
+700
863
$11K ﹤0.01%
200
864
$11K ﹤0.01%
120
865
$11K ﹤0.01%
26
866
$11K ﹤0.01%
145
867
$11K ﹤0.01%
1,399
868
$11K ﹤0.01%
207
869
$11K ﹤0.01%
308
-70
870
$11K ﹤0.01%
135
871
$11K ﹤0.01%
202
872
$11K ﹤0.01%
481
873
$10K ﹤0.01%
752
874
$10K ﹤0.01%
211
875
$10K ﹤0.01%
360
33 34
35
36 37