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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

Sector Composition

1 Healthcare 11.61%
2 Financials 10.75%
3 Industrials 10.01%
4 Technology 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$16K ﹤0.01%
229
952
$16K ﹤0.01%
208
953
$15K ﹤0.01%
+450
954
$15K ﹤0.01%
+500
955
$15K ﹤0.01%
716
956
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880
957
$15K ﹤0.01%
500
958
$15K ﹤0.01%
300
959
$15K ﹤0.01%
+900
960
$15K ﹤0.01%
+605
961
$15K ﹤0.01%
192
962
$14K ﹤0.01%
238
963
$14K ﹤0.01%
+600
964
$14K ﹤0.01%
+600
965
$14K ﹤0.01%
310
966
$14K ﹤0.01%
+455
967
$14K ﹤0.01%
240
968
$14K ﹤0.01%
300
969
$14K ﹤0.01%
500
-200
970
$14K ﹤0.01%
439
971
$14K ﹤0.01%
+351
972
$13K ﹤0.01%
1,940
973
$13K ﹤0.01%
74
974
$13K ﹤0.01%
459
975
$13K ﹤0.01%
+1,030
37 38
39
40 41