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
$2.18B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$5.97M
3
+$3.88M
4
JWN
Nordstrom
JWN
+$3.85M
5
EL icon
Estee Lauder
EL
+$3.53M

Top Sells

1
+$3.15M
2
+$3.1M
3
+$3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.81M
5
FITB
Fifth Third Bancorp
FITB
+$2.71M

Sector Composition

1 Healthcare 11.35%
2 Financials 10.06%
3 Industrials 9.95%
4 Technology 9.52%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2K ﹤0.01%
68
1177
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+65
1178
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1179
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35
1180
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1181
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1182
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1183
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1184
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1185
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-8
1186
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+142
1187
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1188
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32
1189
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1190
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125
1191
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113
-3,143
1192
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1194
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1195
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31
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50
1197
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1198
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25
1199
$1K ﹤0.01%
151
-1
1200
$1K ﹤0.01%
25
46 47
48
49 50