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
$2.03B
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

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
976
$3K ﹤0.01%
1,000
977
$3K ﹤0.01%
100
-210
978
$3K ﹤0.01%
43
979
$3K ﹤0.01%
45
980
$3K ﹤0.01%
101
981
$3K ﹤0.01%
67
982
$3K ﹤0.01%
+70
983
$3K ﹤0.01%
131
984
$3K ﹤0.01%
13
-80
985
$3K ﹤0.01%
133
986
$3K ﹤0.01%
190
987
$3K ﹤0.01%
129
988
$3K ﹤0.01%
250
989
$3K ﹤0.01%
52
990
$3K ﹤0.01%
214
991
$3K ﹤0.01%
215
992
$2K ﹤0.01%
125
993
$2K ﹤0.01%
67
994
$2K ﹤0.01%
31
995
$2K ﹤0.01%
152
996
$2K ﹤0.01%
22
997
$2K ﹤0.01%
50
998
$2K ﹤0.01%
180
999
$2K ﹤0.01%
65
1000
$2K ﹤0.01%
411
38 39
40
41 42