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
1026
$2K ﹤0.01%
+68
1027
$2K ﹤0.01%
200
1028
$2K ﹤0.01%
78
1029
$2K ﹤0.01%
35
1030
$2K ﹤0.01%
80
1031
$2K ﹤0.01%
1,977
1032
$2K ﹤0.01%
67
1033
$2K ﹤0.01%
308
1034
$2K ﹤0.01%
335
1035
$2K ﹤0.01%
+213
1036
$1K ﹤0.01%
411
1037
$1K ﹤0.01%
29
1038
$1K ﹤0.01%
200
1039
$1K ﹤0.01%
+18
1040
$1K ﹤0.01%
100
1041
$1K ﹤0.01%
93
1042
$1K ﹤0.01%
50
1043
$1K ﹤0.01%
675
1044
$1K ﹤0.01%
89
1045
$1K ﹤0.01%
380
1046
$1K ﹤0.01%
12
1047
$1K ﹤0.01%
45
1048
$1K ﹤0.01%
207
1049
$1K ﹤0.01%
32
1050
$1K ﹤0.01%
100
40 41
42
43 44