WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
951
$6K ﹤0.01%
+105
952
$6K ﹤0.01%
+175
953
$6K ﹤0.01%
+106
954
$6K ﹤0.01%
+580
955
$6K ﹤0.01%
+58
956
$6K ﹤0.01%
+105
957
$6K ﹤0.01%
+295
958
$6K ﹤0.01%
+222
959
$6K ﹤0.01%
+100
960
$5K ﹤0.01%
+800
961
$5K ﹤0.01%
+21
962
$5K ﹤0.01%
+696
963
$5K ﹤0.01%
+265
964
$5K ﹤0.01%
+135
965
$5K ﹤0.01%
+240
966
$5K ﹤0.01%
+445
967
$5K ﹤0.01%
+80
968
$5K ﹤0.01%
+1,214
969
$5K ﹤0.01%
+75
970
$5K ﹤0.01%
+400
971
$5K ﹤0.01%
+209
972
$5K ﹤0.01%
+304
973
$5K ﹤0.01%
+66
974
$5K ﹤0.01%
+310
975
$5K ﹤0.01%
+275
37 38
39
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