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
876
$29K ﹤0.01%
+421
877
$29K ﹤0.01%
286
-109
878
$29K ﹤0.01%
254
879
$28K ﹤0.01%
450
880
$28K ﹤0.01%
1,500
-1,526
881
$28K ﹤0.01%
264
+49
882
$28K ﹤0.01%
1,572
+29
883
$27K ﹤0.01%
250
884
$27K ﹤0.01%
957
885
$27K ﹤0.01%
876
886
$27K ﹤0.01%
538
887
$26K ﹤0.01%
135
888
$26K ﹤0.01%
400
889
$26K ﹤0.01%
521
890
$26K ﹤0.01%
501
891
$26K ﹤0.01%
1,000
892
$26K ﹤0.01%
652
893
$26K ﹤0.01%
925
894
$25K ﹤0.01%
488
895
$25K ﹤0.01%
807
896
$25K ﹤0.01%
1,000
897
$25K ﹤0.01%
620
898
$25K ﹤0.01%
800
899
$24K ﹤0.01%
415
900
$24K ﹤0.01%
1,150
-1,100
34 35
36
37 38