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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55M
3
+$49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.2M
5
PG icon
Procter & Gamble
PG
+$34.1M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$5K ﹤0.01%
+175
977
$5K ﹤0.01%
+385
978
$5K ﹤0.01%
+426
979
$5K ﹤0.01%
+245
980
$5K ﹤0.01%
+800
981
$5K ﹤0.01%
+21
982
$4K ﹤0.01%
+120
983
$4K ﹤0.01%
+213
984
$4K ﹤0.01%
+231
985
$4K ﹤0.01%
+140
986
$4K ﹤0.01%
+250
987
$4K ﹤0.01%
+1,000
988
$4K ﹤0.01%
+89
989
$4K ﹤0.01%
+100
990
$4K ﹤0.01%
+822
991
$4K ﹤0.01%
+1,782
992
$4K ﹤0.01%
+2,287
993
$4K ﹤0.01%
+360
994
$4K ﹤0.01%
+114
995
$3K ﹤0.01%
+200
996
$3K ﹤0.01%
+200
997
$3K ﹤0.01%
+100
998
$3K ﹤0.01%
+100
999
$3K ﹤0.01%
+121
1000
$3K ﹤0.01%
+63
38 39
40
41 42