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
1026
$11K ﹤0.01%
174
1027
$11K ﹤0.01%
1,030
1028
$11K ﹤0.01%
524
1029
$11K ﹤0.01%
335
1030
$11K ﹤0.01%
101
1031
$11K ﹤0.01%
505
1032
$11K ﹤0.01%
275
1033
$11K ﹤0.01%
253
1034
$11K ﹤0.01%
1,174
1035
$11K ﹤0.01%
34
1036
$11K ﹤0.01%
252
1037
$11K ﹤0.01%
398
+52
1038
$11K ﹤0.01%
9
+2
1039
$11K ﹤0.01%
393
1040
$11K ﹤0.01%
140
1041
$11K ﹤0.01%
+563
1042
$10K ﹤0.01%
143
1043
$10K ﹤0.01%
568
1044
$10K ﹤0.01%
328
1045
$10K ﹤0.01%
145
1046
$10K ﹤0.01%
149
1047
$10K ﹤0.01%
310
1048
$10K ﹤0.01%
150
1049
$10K ﹤0.01%
256
1050
$10K ﹤0.01%
1,914
40 41
42
43 44