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
1076
$6K ﹤0.01%
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1077
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1078
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450
1079
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-813
1080
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1081
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1082
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1083
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1085
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75
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1086
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+1
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1088
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1089
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1090
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345
1091
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1092
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1093
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1094
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2
1095
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1096
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255
1097
$5K ﹤0.01%
103
1098
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350
1099
$5K ﹤0.01%
104
1100
$5K ﹤0.01%
+2,000
42 43
44
45 46