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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$11K ﹤0.01%
+1,100
877
$11K ﹤0.01%
+380
878
$11K ﹤0.01%
+1,556
879
$10K ﹤0.01%
+175
880
$10K ﹤0.01%
+202
881
$10K ﹤0.01%
+769
882
$10K ﹤0.01%
+459
883
$10K ﹤0.01%
+292
884
$10K ﹤0.01%
+760
885
$10K ﹤0.01%
+300
886
$10K ﹤0.01%
+1,000
887
$10K ﹤0.01%
+245
888
$10K ﹤0.01%
+292
889
$10K ﹤0.01%
+719
890
$10K ﹤0.01%
+190
891
$10K ﹤0.01%
+418
892
$10K ﹤0.01%
+208
893
$10K ﹤0.01%
+766
894
$9K ﹤0.01%
+195
895
$9K ﹤0.01%
+189
896
$9K ﹤0.01%
+231
897
$9K ﹤0.01%
+68
898
$9K ﹤0.01%
+433
899
$9K ﹤0.01%
+185
900
$9K ﹤0.01%
+210
34 35
36
37 38