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
1176
$3K ﹤0.01%
2,462
1177
$3K ﹤0.01%
41
1178
$3K ﹤0.01%
110
+80
1179
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84
1180
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105
1181
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95
1182
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150
1183
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57
+19
1184
$3K ﹤0.01%
+20
1185
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32
1186
$3K ﹤0.01%
157
1187
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13
1188
$3K ﹤0.01%
362
1189
$3K ﹤0.01%
116
1190
$3K ﹤0.01%
59
1191
$3K ﹤0.01%
40
1192
$3K ﹤0.01%
339
+150
1193
$3K ﹤0.01%
50
1194
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234
1195
$3K ﹤0.01%
97
1196
$3K ﹤0.01%
140
1197
$3K ﹤0.01%
150
1198
$3K ﹤0.01%
49
1199
$3K ﹤0.01%
131
1200
$3K ﹤0.01%
20
46 47
48
49 50