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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$5.07M
3
+$3.69M
4
KMI icon
Kinder Morgan
KMI
+$3.44M
5
RRC icon
Range Resources
RRC
+$3.29M

Top Sells

1
+$5.97M
2
+$4.77M
3
+$4.08M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$3.66M
5
XLNX
Xilinx Inc
XLNX
+$3.42M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$3K ﹤0.01%
131
1002
$3K ﹤0.01%
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1003
$3K ﹤0.01%
100
1004
$3K ﹤0.01%
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1005
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129
1006
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1007
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1008
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1009
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1010
$3K ﹤0.01%
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1011
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1012
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1013
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1014
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1015
$2K ﹤0.01%
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1016
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1017
$2K ﹤0.01%
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-25
1018
$2K ﹤0.01%
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1019
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1020
$2K ﹤0.01%
100
1021
$2K ﹤0.01%
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1022
$2K ﹤0.01%
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1023
$2K ﹤0.01%
+38
1024
$2K ﹤0.01%
95
1025
$2K ﹤0.01%
105
39 40
41
42 43