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
1201
$3K ﹤0.01%
28
1202
$2K ﹤0.01%
265
1203
$2K ﹤0.01%
75
1204
$2K ﹤0.01%
+113
1205
$2K ﹤0.01%
25
1206
$2K ﹤0.01%
10
1207
$2K ﹤0.01%
170
1208
$2K ﹤0.01%
10
1209
$2K ﹤0.01%
22
1210
$2K ﹤0.01%
3
1211
$2K ﹤0.01%
75
1212
$2K ﹤0.01%
78
1213
$2K ﹤0.01%
45
1214
$2K ﹤0.01%
36
1215
$2K ﹤0.01%
335
1216
$2K ﹤0.01%
+45
1217
$2K ﹤0.01%
24
1218
$2K ﹤0.01%
64
1219
$2K ﹤0.01%
15
1220
$2K ﹤0.01%
123
1221
$2K ﹤0.01%
40
1222
$2K ﹤0.01%
202
1223
$2K ﹤0.01%
50
1224
$2K ﹤0.01%
+30
1225
$2K ﹤0.01%
+56
47 48
49
50 51