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
951
$4K ﹤0.01%
76
952
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200
953
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152
954
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125
955
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100
956
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78
957
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135
958
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63
959
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83
960
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104
961
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119
-14
962
$4K ﹤0.01%
27
963
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50
964
$4K ﹤0.01%
43
965
$4K ﹤0.01%
130
966
$3K ﹤0.01%
258
967
$3K ﹤0.01%
63
968
$3K ﹤0.01%
260
-22
969
$3K ﹤0.01%
33
970
$3K ﹤0.01%
50
971
$3K ﹤0.01%
1,000
972
$3K ﹤0.01%
45
973
$3K ﹤0.01%
67
974
$3K ﹤0.01%
+70
975
$3K ﹤0.01%
131
37 38
39
40 41