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
926
$5K ﹤0.01%
200
-1,800
927
$5K ﹤0.01%
650
928
$5K ﹤0.01%
305
929
$5K ﹤0.01%
145
930
$5K ﹤0.01%
305
931
$5K ﹤0.01%
75
932
$5K ﹤0.01%
140
933
$5K ﹤0.01%
75
934
$5K ﹤0.01%
400
935
$5K ﹤0.01%
66
936
$5K ﹤0.01%
102
937
$5K ﹤0.01%
89
938
$5K ﹤0.01%
275
939
$5K ﹤0.01%
100
940
$5K ﹤0.01%
103
941
$5K ﹤0.01%
160
942
$5K ﹤0.01%
80
943
$5K ﹤0.01%
360
944
$5K ﹤0.01%
120
945
$5K ﹤0.01%
100
946
$5K ﹤0.01%
245
947
$5K ﹤0.01%
385
948
$4K ﹤0.01%
17
949
$4K ﹤0.01%
100
950
$4K ﹤0.01%
340
36 37
38
39 40