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
1051
$10K ﹤0.01%
634
+225
1052
$10K ﹤0.01%
154
+19
1053
$10K ﹤0.01%
612
1054
$10K ﹤0.01%
247
1055
$10K ﹤0.01%
1,125
1056
$10K ﹤0.01%
88
1057
$10K ﹤0.01%
450
1058
$9K ﹤0.01%
+100
1059
$9K ﹤0.01%
362
1060
$9K ﹤0.01%
496
1061
$9K ﹤0.01%
1,099
+34
1062
$9K ﹤0.01%
231
1063
$9K ﹤0.01%
431
1064
$9K ﹤0.01%
1,370
1065
$9K ﹤0.01%
66
1066
$9K ﹤0.01%
178
+63
1067
$9K ﹤0.01%
1,367
+5
1068
$9K ﹤0.01%
89
1069
$9K ﹤0.01%
562
-109
1070
$9K ﹤0.01%
93
1071
$9K ﹤0.01%
48
1072
$9K ﹤0.01%
482
+422
1073
$8K ﹤0.01%
385
1074
$8K ﹤0.01%
201
1075
$8K ﹤0.01%
300
41 42
43
44 45