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
1126
$3K ﹤0.01%
131
1127
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110
1128
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95
1129
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1130
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190
1131
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+392
1132
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68
1133
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1134
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101
-286
1135
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25
1136
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35
1137
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1138
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53
-669
1139
$3K ﹤0.01%
60
1140
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+80
1141
$3K ﹤0.01%
308
1142
$3K ﹤0.01%
+200
1143
$3K ﹤0.01%
189
-13
1144
$3K ﹤0.01%
83
1145
$3K ﹤0.01%
43
1146
$2K ﹤0.01%
71
1147
$2K ﹤0.01%
67
1148
$2K ﹤0.01%
65
1149
$2K ﹤0.01%
152
1150
$2K ﹤0.01%
33
44 45
46
47 48