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
1001
$2K ﹤0.01%
180
1002
$2K ﹤0.01%
65
1003
$2K ﹤0.01%
95
1004
$2K ﹤0.01%
204
1005
$2K ﹤0.01%
78
1006
$2K ﹤0.01%
35
1007
$2K ﹤0.01%
213
1008
$2K ﹤0.01%
53
1009
$2K ﹤0.01%
48
1010
$2K ﹤0.01%
80
-165
1011
$1K ﹤0.01%
65
1012
$1K ﹤0.01%
32
1013
$1K ﹤0.01%
100
1014
$1K ﹤0.01%
55
1015
$1K ﹤0.01%
25
1016
$1K ﹤0.01%
75
1017
$1K ﹤0.01%
14
1018
$1K ﹤0.01%
25
1019
$1K ﹤0.01%
25
1020
$1K ﹤0.01%
34
1021
$1K ﹤0.01%
335
1022
$1K ﹤0.01%
43
1023
$1K ﹤0.01%
15
1024
$1K ﹤0.01%
24
1025
$1K ﹤0.01%
50
39 40
41
42 43