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
926
$21K ﹤0.01%
716
927
$21K ﹤0.01%
408
-221
928
$21K ﹤0.01%
1,274
+222
929
$21K ﹤0.01%
300
930
$21K ﹤0.01%
1,797
931
$20K ﹤0.01%
405
932
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213
+38
933
$20K ﹤0.01%
1,500
934
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992
935
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1,250
936
$20K ﹤0.01%
220
937
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58
938
$20K ﹤0.01%
683
+59
939
$20K ﹤0.01%
284
940
$20K ﹤0.01%
1,736
941
$20K ﹤0.01%
600
942
$20K ﹤0.01%
1,250
943
$20K ﹤0.01%
2,000
944
$20K ﹤0.01%
105
945
$20K ﹤0.01%
405
946
$19K ﹤0.01%
1,983
947
$19K ﹤0.01%
205
+35
948
$19K ﹤0.01%
380
949
$19K ﹤0.01%
1,186
950
$19K ﹤0.01%
310
36 37
38
39 40