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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.39M
3
+$4.14M
4
RAI
Reynolds American Inc
RAI
+$3.83M
5
VLO icon
Valero Energy
VLO
+$3.61M

Top Sells

1
+$7.03M
2
+$4.6M
3
+$3.42M
4
KMB icon
Kimberly-Clark
KMB
+$2.98M
5
TD icon
Toronto Dominion Bank
TD
+$2.73M

Sector Composition

1 Healthcare 11.61%
2 Financials 10.75%
3 Industrials 10.01%
4 Technology 9.38%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$9K ﹤0.01%
1,399
1027
$9K ﹤0.01%
+125
1028
$9K ﹤0.01%
105
1029
$9K ﹤0.01%
545
-3
1030
$8K ﹤0.01%
+504
1031
$8K ﹤0.01%
100
1032
$8K ﹤0.01%
29
1033
$8K ﹤0.01%
636
+3
1034
$8K ﹤0.01%
+100
1035
$8K ﹤0.01%
+1,371
1036
$8K ﹤0.01%
68
1037
$8K ﹤0.01%
75
1038
$8K ﹤0.01%
719
1039
$8K ﹤0.01%
1,000
-750
1040
$8K ﹤0.01%
61
1041
$8K ﹤0.01%
222
1042
$7K ﹤0.01%
1,466
+2
1043
$7K ﹤0.01%
145
1044
$7K ﹤0.01%
+446
1045
$7K ﹤0.01%
+225
1046
$7K ﹤0.01%
240
1047
$7K ﹤0.01%
180
-139
1048
$7K ﹤0.01%
150
1049
$7K ﹤0.01%
314
1050
$7K ﹤0.01%
387
40 41
42
43 44