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
876
$22K ﹤0.01%
+1,000
877
$22K ﹤0.01%
280
878
$22K ﹤0.01%
768
879
$22K ﹤0.01%
1,000
880
$22K ﹤0.01%
427
881
$22K ﹤0.01%
605
882
$22K ﹤0.01%
+256
883
$22K ﹤0.01%
+1,768
884
$22K ﹤0.01%
235
885
$21K ﹤0.01%
697
886
$21K ﹤0.01%
200
-200
887
$21K ﹤0.01%
1,110
-36
888
$21K ﹤0.01%
282
889
$21K ﹤0.01%
1,150
-1,156
890
$21K ﹤0.01%
141
891
$21K ﹤0.01%
+1,017
892
$20K ﹤0.01%
402
893
$20K ﹤0.01%
660
894
$20K ﹤0.01%
488
895
$20K ﹤0.01%
1,112
+412
896
$20K ﹤0.01%
800
897
$20K ﹤0.01%
150
898
$20K ﹤0.01%
375
899
$20K ﹤0.01%
1,731
900
$20K ﹤0.01%
+1,500
34 35
36
37 38