WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.83M
3
+$2.73M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.56M

Top Sells

1
+$7.19M
2
+$6.39M
3
+$3.97M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.85M
5
TGT icon
Target
TGT
+$3.64M

Sector Composition

1 Industrials 11.38%
2 Healthcare 10.53%
3 Financials 9.65%
4 Energy 9.42%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
424
877
$12K ﹤0.01%
190
878
$12K ﹤0.01%
364
879
$11K ﹤0.01%
380
880
$11K ﹤0.01%
340
881
$11K ﹤0.01%
766
882
$11K ﹤0.01%
202
883
$11K ﹤0.01%
360
884
$11K ﹤0.01%
341
885
$11K ﹤0.01%
860
886
$11K ﹤0.01%
234
887
$11K ﹤0.01%
240
888
$11K ﹤0.01%
145
889
$11K ﹤0.01%
1,361
890
$10K ﹤0.01%
769
891
$10K ﹤0.01%
178
892
$10K ﹤0.01%
459
893
$10K ﹤0.01%
116
894
$10K ﹤0.01%
1,399
895
$10K ﹤0.01%
313
896
$10K ﹤0.01%
292
897
$10K ﹤0.01%
159
898
$10K ﹤0.01%
614
899
$9K ﹤0.01%
150
900
$9K ﹤0.01%
222
34 35
36
37 38