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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$7K ﹤0.01%
+1,000
927
$7K ﹤0.01%
+150
928
$7K ﹤0.01%
+190
929
$7K ﹤0.01%
+60
930
$7K ﹤0.01%
+32
931
$7K ﹤0.01%
+260
932
$7K ﹤0.01%
+170
933
$7K ﹤0.01%
+1,000
934
$7K ﹤0.01%
+275
935
$7K ﹤0.01%
+54
936
$7K ﹤0.01%
+410
937
$7K ﹤0.01%
+418
938
$7K ﹤0.01%
+333
939
$7K ﹤0.01%
+629
940
$7K ﹤0.01%
+159
941
$7K ﹤0.01%
+208
942
$7K ﹤0.01%
+614
943
$7K ﹤0.01%
+160
944
$6K ﹤0.01%
+1,249
945
$6K ﹤0.01%
+211
946
$6K ﹤0.01%
+105
947
$6K ﹤0.01%
+175
948
$6K ﹤0.01%
+106
949
$6K ﹤0.01%
+580
950
$6K ﹤0.01%
+58
36 37
38
39 40