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
$2.98B
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
1126
$6K ﹤0.01%
230
-41,550
1127
$6K ﹤0.01%
2
1128
$6K ﹤0.01%
557
1129
$6K ﹤0.01%
110
1130
$6K ﹤0.01%
436
1131
$5K ﹤0.01%
995
1132
$5K ﹤0.01%
199
1133
$5K ﹤0.01%
96
1134
$5K ﹤0.01%
115
-721
1135
$5K ﹤0.01%
67
1136
$5K ﹤0.01%
111
-275
1137
$5K ﹤0.01%
50
+12
1138
$5K ﹤0.01%
163
-437
1139
$5K ﹤0.01%
217
1140
$5K ﹤0.01%
75
1141
$5K ﹤0.01%
368
-40
1142
$5K ﹤0.01%
77
1143
$5K ﹤0.01%
200
1144
$5K ﹤0.01%
100
1145
$5K ﹤0.01%
186
1146
$5K ﹤0.01%
305
1147
$5K ﹤0.01%
41
1148
$5K ﹤0.01%
87
+17
1149
$5K ﹤0.01%
150
1150
$4K ﹤0.01%
190
44 45
46
47 48