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
951
$4K ﹤0.01%
27
952
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50
953
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954
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152
955
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125
956
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100
957
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78
958
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135
959
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63
960
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83
961
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17
962
$4K ﹤0.01%
100
963
$4K ﹤0.01%
340
964
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104
965
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119
-14
966
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43
967
$3K ﹤0.01%
82
968
$3K ﹤0.01%
200
969
$3K ﹤0.01%
+77
970
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258
971
$3K ﹤0.01%
63
972
$3K ﹤0.01%
260
-22
973
$3K ﹤0.01%
152
974
$3K ﹤0.01%
33
975
$3K ﹤0.01%
50
37 38
39
40 41