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
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1 +$6.15M
2 +$3.5M
3 +$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1 +$6.95M
2 +$3.7M
3 +$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

Sector Composition

1 Healthcare 10.51%
2 Industrials 10.38%
3 Energy 9.71%
4 Financials 9.56%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$7K ﹤0.01%
+42
902
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2,002
903
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403
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924
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925
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58