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
851
$33K ﹤0.01%
1,162
852
$33K ﹤0.01%
+3,000
853
$33K ﹤0.01%
400
854
$32K ﹤0.01%
875
855
$32K ﹤0.01%
622
+69
856
$32K ﹤0.01%
+3,000
857
$32K ﹤0.01%
1,042
858
$32K ﹤0.01%
2,624
-2
859
$32K ﹤0.01%
207
860
$32K ﹤0.01%
914
+83
861
$31K ﹤0.01%
601
862
$31K ﹤0.01%
1,159
863
$31K ﹤0.01%
832
864
$31K ﹤0.01%
900
865
$31K ﹤0.01%
594
866
$31K ﹤0.01%
912
+108
867
$30K ﹤0.01%
3,843
868
$30K ﹤0.01%
274
869
$30K ﹤0.01%
1,708
+1,342
870
$30K ﹤0.01%
642
-71
871
$30K ﹤0.01%
120
872
$30K ﹤0.01%
200
873
$30K ﹤0.01%
3,065
+175
874
$29K ﹤0.01%
379
875
$29K ﹤0.01%
1,000
33 34
35
36 37