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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

Sector Composition

1 Healthcare 11.61%
2 Financials 10.75%
3 Industrials 10.01%
4 Technology 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$27K ﹤0.01%
2,129
852
$26K ﹤0.01%
+1,000
853
$26K ﹤0.01%
+770
854
$26K ﹤0.01%
459
855
$26K ﹤0.01%
742
856
$26K ﹤0.01%
1,243
-139
857
$25K ﹤0.01%
576
-323
858
$25K ﹤0.01%
458
859
$25K ﹤0.01%
+1,500
860
$25K ﹤0.01%
+833
861
$25K ﹤0.01%
270
862
$25K ﹤0.01%
9
+2
863
$25K ﹤0.01%
1,637
-394
864
$25K ﹤0.01%
1,000
865
$24K ﹤0.01%
175
866
$24K ﹤0.01%
1,200
867
$24K ﹤0.01%
94
868
$24K ﹤0.01%
+750
869
$24K ﹤0.01%
+1,300
870
$24K ﹤0.01%
5,000
871
$23K ﹤0.01%
1,802
872
$23K ﹤0.01%
+2,000
873
$23K ﹤0.01%
+510
874
$22K ﹤0.01%
925
875
$22K ﹤0.01%
349
33 34
35
36 37