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
1001
$14K ﹤0.01%
772
1002
$13K ﹤0.01%
160
1003
$13K ﹤0.01%
1,256
-24
1004
$13K ﹤0.01%
+228
1005
$13K ﹤0.01%
571
+108
1006
$13K ﹤0.01%
200
1007
$13K ﹤0.01%
275
1008
$13K ﹤0.01%
246
1009
$13K ﹤0.01%
608
1010
$12K ﹤0.01%
200
1011
$12K ﹤0.01%
119
1012
$12K ﹤0.01%
700
1013
$12K ﹤0.01%
155
1014
$12K ﹤0.01%
766
1015
$12K ﹤0.01%
286
1016
$12K ﹤0.01%
1,160
1017
$12K ﹤0.01%
200
1018
$12K ﹤0.01%
180
-526
1019
$12K ﹤0.01%
234
1020
$12K ﹤0.01%
+484
1021
$12K ﹤0.01%
121
1022
$12K ﹤0.01%
117
1023
$12K ﹤0.01%
200
1024
$11K ﹤0.01%
1,000
1025
$11K ﹤0.01%
162
39 40
41
42 43