WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
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
+$4.85M
2
+$4.58M
3
+$4.22M
4
RAI
Reynolds American Inc
RAI
+$3.84M
5
VLO icon
Valero Energy
VLO
+$3.41M

Top Sells

1
+$7.03M
2
+$4.73M
3
+$3.79M
4
KMB icon
Kimberly-Clark
KMB
+$3.06M
5
TD icon
Toronto Dominion Bank
TD
+$2.88M

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
976
$13K ﹤0.01%
647
977
$13K ﹤0.01%
74
978
$13K ﹤0.01%
+1,030
979
$13K ﹤0.01%
5,800
980
$13K ﹤0.01%
1,672
981
$13K ﹤0.01%
458
982
$13K ﹤0.01%
+500
983
$13K ﹤0.01%
1,450
984
$12K ﹤0.01%
685
985
$12K ﹤0.01%
152
986
$12K ﹤0.01%
1,415
987
$12K ﹤0.01%
109
988
$12K ﹤0.01%
175
989
$12K ﹤0.01%
512
990
$12K ﹤0.01%
+825
991
$12K ﹤0.01%
190
992
$12K ﹤0.01%
145
993
$12K ﹤0.01%
207
994
$12K ﹤0.01%
+300
995
$11K ﹤0.01%
94
996
$11K ﹤0.01%
80
997
$11K ﹤0.01%
211
-256
998
$11K ﹤0.01%
341
999
$11K ﹤0.01%
1,062
1000
$11K ﹤0.01%
120
38 39
40
41 42