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

Top Buys

1
+$6.33M
2
+$4.16M
3
+$3.48M
4
MET icon
MetLife
MET
+$3.11M
5
GIS icon
General Mills
GIS
+$2.94M

Top Sells

1
+$6.95M
2
+$3.95M
3
+$3.75M
4
CAT icon
Caterpillar
CAT
+$3.05M
5
TRV icon
Travelers Companies
TRV
+$3.04M

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%
95
1002
$2K ﹤0.01%
200
1003
$2K ﹤0.01%
105
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%
400
1010
$2K ﹤0.01%
48
1011
$2K ﹤0.01%
80
-165
1012
$1K ﹤0.01%
64
1013
$1K ﹤0.01%
207
1014
$1K ﹤0.01%
65
1015
$1K ﹤0.01%
32
1016
$1K ﹤0.01%
100
1017
$1K ﹤0.01%
55
1018
$1K ﹤0.01%
25
1019
$1K ﹤0.01%
75
1020
$1K ﹤0.01%
14
1021
$1K ﹤0.01%
25
1022
$1K ﹤0.01%
25
1023
$1K ﹤0.01%
34
1024
$1K ﹤0.01%
335
1025
$1K ﹤0.01%
51
39 40
41
42 43