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
$2.25B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,353
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.58M
3
+$4.22M
4
RAI
Reynolds American Inc
RAI
+$3.84M
5
VLO icon
Valero Energy
VLO
+$3.41M

Top Sells

1
+$7.03M
2
+$4.73M
3
+$3.79M
4
KMB icon
Kimberly-Clark
KMB
+$3.06M
5
TD icon
Toronto Dominion Bank
TD
+$2.88M

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
1151
$2K ﹤0.01%
105
1152
$2K ﹤0.01%
200
1153
$2K ﹤0.01%
78
1154
$2K ﹤0.01%
152
1155
$2K ﹤0.01%
33
1156
$2K ﹤0.01%
42
1157
$2K ﹤0.01%
34
1158
$2K ﹤0.01%
77
1159
$2K ﹤0.01%
17
1160
$2K ﹤0.01%
65
1161
$2K ﹤0.01%
52
1162
$2K ﹤0.01%
65
1163
$2K ﹤0.01%
28
+1
1164
$2K ﹤0.01%
142
1165
$1K ﹤0.01%
225
1166
$1K ﹤0.01%
100
1167
$1K ﹤0.01%
125
1168
$1K ﹤0.01%
55
1169
$1K ﹤0.01%
40
1170
$1K ﹤0.01%
113
1171
$1K ﹤0.01%
13
-124
1172
$1K ﹤0.01%
75
1173
$1K ﹤0.01%
50
1174
$1K ﹤0.01%
25
1175
$1K ﹤0.01%
11
-50
45 46
47
48 49