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
1226
$2K ﹤0.01%
+28
1227
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1228
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1230
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1231
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1232
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500
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255
1234
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1235
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1236
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1237
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1238
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1239
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24
1240
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64
1241
$2K ﹤0.01%
15
1242
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1243
$1K ﹤0.01%
+36
1244
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+28
1245
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+64
1246
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100
1247
$1K ﹤0.01%
71
1248
$1K ﹤0.01%
+12
1249
$1K ﹤0.01%
21
1250
$1K ﹤0.01%
+12
48 49
50
51 52