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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$5.07M
3 +$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1 +$5.97M
2 +$4.77M
3 +$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$8K ﹤0.01%
+627
902
$8K ﹤0.01%
313
903
$8K ﹤0.01%
75
904
$8K ﹤0.01%
360
905
$8K ﹤0.01%
180
906
$8K ﹤0.01%
300
907
$8K ﹤0.01%
150
908
$8K ﹤0.01%
444
-1
909
$8K ﹤0.01%
50
910
$8K ﹤0.01%
29
911
$7K ﹤0.01%
1,464
912
$7K ﹤0.01%
200
913
$7K ﹤0.01%
145
914
$7K ﹤0.01%
580
915
$7K ﹤0.01%
89
916
$7K ﹤0.01%
190
917
$7K ﹤0.01%
58
918
$7K ﹤0.01%
81
919
$7K ﹤0.01%
+106
920
$7K ﹤0.01%
115
-44
921
$7K ﹤0.01%
160
922
$7K ﹤0.01%
310
923
$7K ﹤0.01%
100
924
$7K ﹤0.01%
+400
925
$6K ﹤0.01%
305