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
901
$24K ﹤0.01%
540
902
$24K ﹤0.01%
240
903
$24K ﹤0.01%
653
+150
904
$24K ﹤0.01%
1,206
-150
905
$23K ﹤0.01%
1,006
906
$23K ﹤0.01%
3,403
-1
907
$23K ﹤0.01%
400
908
$23K ﹤0.01%
1,000
909
$23K ﹤0.01%
+767
910
$23K ﹤0.01%
350
911
$23K ﹤0.01%
1,000
912
$23K ﹤0.01%
2,400
913
$23K ﹤0.01%
730
914
$22K ﹤0.01%
486
915
$22K ﹤0.01%
813
916
$22K ﹤0.01%
1,200
917
$22K ﹤0.01%
357
918
$22K ﹤0.01%
+333
919
$22K ﹤0.01%
+600
920
$22K ﹤0.01%
660
921
$22K ﹤0.01%
1,802
922
$22K ﹤0.01%
2,199
-1
923
$21K ﹤0.01%
435
924
$21K ﹤0.01%
520
925
$21K ﹤0.01%
500
35 36
37
38 39