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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

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%
1,672
977
$13K ﹤0.01%
868
-33
978
$13K ﹤0.01%
26
979
$13K ﹤0.01%
260
980
$13K ﹤0.01%
458
981
$13K ﹤0.01%
1,539
982
$13K ﹤0.01%
459
983
$13K ﹤0.01%
+500
984
$13K ﹤0.01%
1,450
985
$12K ﹤0.01%
1,415
986
$12K ﹤0.01%
190
987
$12K ﹤0.01%
145
988
$12K ﹤0.01%
207
989
$12K ﹤0.01%
+300
990
$12K ﹤0.01%
685
991
$12K ﹤0.01%
152
992
$12K ﹤0.01%
109
993
$12K ﹤0.01%
175
994
$12K ﹤0.01%
512
995
$12K ﹤0.01%
+825
996
$11K ﹤0.01%
211
-256
997
$11K ﹤0.01%
341
998
$11K ﹤0.01%
1,062
999
$11K ﹤0.01%
310
1000
$11K ﹤0.01%
120
38 39
40
41 42