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
1101
$7K ﹤0.01%
109
1102
$7K ﹤0.01%
334
1103
$7K ﹤0.01%
100
1104
$7K ﹤0.01%
230
1105
$7K ﹤0.01%
75
1106
$7K ﹤0.01%
234
1107
$6K ﹤0.01%
600
1108
$6K ﹤0.01%
559
1109
$6K ﹤0.01%
60
1110
$6K ﹤0.01%
129
1111
$6K ﹤0.01%
151
1112
$6K ﹤0.01%
180
1113
$6K ﹤0.01%
88
1114
$6K ﹤0.01%
197
1115
$6K ﹤0.01%
63
1116
$6K ﹤0.01%
115
1117
$6K ﹤0.01%
254
1118
$6K ﹤0.01%
184
1119
$6K ﹤0.01%
293
+93
1120
$6K ﹤0.01%
57
1121
$6K ﹤0.01%
63
1122
$6K ﹤0.01%
141
1123
$6K ﹤0.01%
102
1124
$6K ﹤0.01%
214
1125
$6K ﹤0.01%
230
-41,550