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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$12.3M
3
+$8.76M
4
WMT icon
Walmart Inc
WMT
+$7.13M
5
BA icon
Boeing
BA
+$4.17M

Top Sells

1
+$5.15M
2
+$4.68M
3
+$4.12M
4
XOM icon
Exxon Mobil
XOM
+$3.13M
5
ABT icon
Abbott
ABT
+$3.05M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$16K ﹤0.01%
1,303
977
$16K ﹤0.01%
109
978
$16K ﹤0.01%
121
979
$16K ﹤0.01%
1,538
980
$16K ﹤0.01%
277
981
$15K ﹤0.01%
180
982
$15K ﹤0.01%
133
983
$15K ﹤0.01%
280
-48,220
984
$15K ﹤0.01%
1,650
985
$15K ﹤0.01%
92
986
$15K ﹤0.01%
42
987
$15K ﹤0.01%
290
988
$15K ﹤0.01%
257
989
$14K ﹤0.01%
119
990
$14K ﹤0.01%
49
991
$14K ﹤0.01%
400
992
$14K ﹤0.01%
428
993
$14K ﹤0.01%
185
994
$14K ﹤0.01%
207
995
$14K ﹤0.01%
356
996
$14K ﹤0.01%
+188
997
$14K ﹤0.01%
873
998
$14K ﹤0.01%
296
999
$14K ﹤0.01%
207
1000
$14K ﹤0.01%
235
38 39
40
41 42