WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
1051
$1K ﹤0.01%
75
1052
$1K ﹤0.01%
22
1053
$1K ﹤0.01%
50
1054
$1K ﹤0.01%
56
1055
$1K ﹤0.01%
25
1056
$1K ﹤0.01%
25
1057
$1K ﹤0.01%
34
1058
$1K ﹤0.01%
51
1059
$1K ﹤0.01%
7
+4
1060
$1K ﹤0.01%
+64
1061
$1K ﹤0.01%
15
1062
$1K ﹤0.01%
24
1063
$1K ﹤0.01%
8
1064
$1K ﹤0.01%
65
1065
$1K ﹤0.01%
+18
1066
$1K ﹤0.01%
100
1067
$1K ﹤0.01%
93
1068
$1K ﹤0.01%
50
1069
$1K ﹤0.01%
675
1070
$1K ﹤0.01%
89
1071
$1K ﹤0.01%
380
1072
$1K ﹤0.01%
12
1073
$1K ﹤0.01%
45
1074
$1K ﹤0.01%
5
1075
– –
-84,061
41 42
43
44 45