WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

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
$6K ﹤0.01%
200
927
$5K ﹤0.01%
145
928
$5K ﹤0.01%
305
929
$5K ﹤0.01%
360
930
$5K ﹤0.01%
120
931
$5K ﹤0.01%
100
932
$5K ﹤0.01%
75
933
$5K ﹤0.01%
140
934
$5K ﹤0.01%
75
935
$5K ﹤0.01%
400
936
$5K ﹤0.01%
66
937
$5K ﹤0.01%
102
938
$5K ﹤0.01%
245
939
$5K ﹤0.01%
160
940
$5K ﹤0.01%
80
941
$5K ﹤0.01%
200
-1,800
942
$5K ﹤0.01%
650
943
$5K ﹤0.01%
305
944
$5K ﹤0.01%
89
945
$5K ﹤0.01%
275
946
$5K ﹤0.01%
100
947
$5K ﹤0.01%
103
948
$5K ﹤0.01%
385
949
$4K ﹤0.01%
27
950
$4K ﹤0.01%
50
36 37
38
39 40