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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$5K ﹤0.01%
+250
952
$5K ﹤0.01%
1,111
-5,086
953
$5K ﹤0.01%
619
-742
954
$5K ﹤0.01%
103
955
$5K ﹤0.01%
129
956
$5K ﹤0.01%
+585
957
$5K ﹤0.01%
120
958
$5K ﹤0.01%
125
959
$5K ﹤0.01%
+516
960
$5K ﹤0.01%
209
961
$5K ﹤0.01%
165
962
$5K ﹤0.01%
190
963
$5K ﹤0.01%
255
964
$4K ﹤0.01%
27
965
$4K ﹤0.01%
100
966
$4K ﹤0.01%
100
967
$4K ﹤0.01%
78
968
$4K ﹤0.01%
77
969
$4K ﹤0.01%
140
970
$4K ﹤0.01%
+111
971
$4K ﹤0.01%
400
972
$4K ﹤0.01%
260
973
$4K ﹤0.01%
83
974
$4K ﹤0.01%
33
975
$4K ﹤0.01%
245
37 38
39
40 41