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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$12.3M
3
+$8.76M
4
WMT icon
Walmart Inc
WMT
+$7.13M
5
BA icon
Boeing
BA
+$4.17M

Top Sells

1
+$5.15M
2
+$4.68M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$3.13M
5
ABT icon
Abbott
ABT
+$3.05M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$19K ﹤0.01%
470
-10
952
$19K ﹤0.01%
113
953
$19K ﹤0.01%
+6,075
954
$19K ﹤0.01%
3,892
955
$19K ﹤0.01%
236
956
$18K ﹤0.01%
+1,690
957
$18K ﹤0.01%
76
958
$18K ﹤0.01%
738
959
$18K ﹤0.01%
1,079
+29
960
$18K ﹤0.01%
190
961
$18K ﹤0.01%
520
962
$18K ﹤0.01%
650
963
$18K ﹤0.01%
1,214
964
$17K ﹤0.01%
600
965
$17K ﹤0.01%
389
966
$17K ﹤0.01%
+710
967
$17K ﹤0.01%
2,099
-1
968
$17K ﹤0.01%
360
969
$17K ﹤0.01%
275
970
$17K ﹤0.01%
300
971
$17K ﹤0.01%
200
972
$17K ﹤0.01%
112
-3
973
$17K ﹤0.01%
129
974
$17K ﹤0.01%
1,034
975
$17K ﹤0.01%
800
37 38
39
40 41