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

Top Buys

1
+$6.15M
2
+$3.5M
3
+$3.24M
4
GIS icon
General Mills
GIS
+$2.98M
5
MET icon
MetLife
MET
+$2.94M

Top Sells

1
+$6.95M
2
+$3.7M
3
+$3.49M
4
TRV icon
Travelers Companies
TRV
+$2.95M
5
CAT icon
Caterpillar
CAT
+$2.94M

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%
13
-80
977
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133
978
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250
979
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52
980
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981
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982
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983
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984
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985
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986
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100
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987
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988
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101
989
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990
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129
991
$2K ﹤0.01%
31
992
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152
993
$2K ﹤0.01%
22
994
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411
995
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200
996
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105
997
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400
998
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125
999
$2K ﹤0.01%
67
1000
$2K ﹤0.01%
50
38 39
40
41 42