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

Top Buys

1
+$4.85M
2
+$4.58M
3
+$4.22M
4
RAI
Reynolds American Inc
RAI
+$3.84M
5
VLO icon
Valero Energy
VLO
+$3.41M

Top Sells

1
+$7.03M
2
+$4.73M
3
+$3.79M
4
KMB icon
Kimberly-Clark
KMB
+$3.06M
5
TD icon
Toronto Dominion Bank
TD
+$2.88M

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%
+1,768
877
$22K ﹤0.01%
235
878
$22K ﹤0.01%
925
879
$22K ﹤0.01%
349
880
$22K ﹤0.01%
+1,000
881
$22K ﹤0.01%
280
882
$22K ﹤0.01%
768
883
$22K ﹤0.01%
+256
884
$21K ﹤0.01%
697
885
$21K ﹤0.01%
200
-200
886
$21K ﹤0.01%
1,110
-36
887
$21K ﹤0.01%
282
888
$21K ﹤0.01%
1,150
-1,156
889
$21K ﹤0.01%
141
890
$21K ﹤0.01%
+1,017
891
$20K ﹤0.01%
402
892
$20K ﹤0.01%
660
893
$20K ﹤0.01%
488
894
$20K ﹤0.01%
150
895
$20K ﹤0.01%
375
896
$20K ﹤0.01%
1,112
+412
897
$20K ﹤0.01%
800
898
$20K ﹤0.01%
1,731
899
$20K ﹤0.01%
+1,500
900
$20K ﹤0.01%
1,527
+416
34 35
36
37 38