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
$5.15B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,564
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$17.7M
3
+$14.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.6M
5
EOG icon
EOG Resources
EOG
+$8.37M

Top Sells

1
+$15.6M
2
+$15.3M
3
+$15.1M
4
CAT icon
Caterpillar
CAT
+$11M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8M

Sector Composition

1 Technology 16.37%
2 Financials 11.95%
3 Industrials 9.28%
4 Healthcare 9.24%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$9K ﹤0.01%
69
-191
1277
$9K ﹤0.01%
+8
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359
1279
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+158
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$8K ﹤0.01%
1,065
1282
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189
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235
+155
1284
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88
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724
-413
1286
$8K ﹤0.01%
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1287
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252
1288
$8K ﹤0.01%
+62
1289
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658
1290
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50
1291
$8K ﹤0.01%
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1292
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1294
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1295
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326
-710
1296
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199
+83
1297
$7K ﹤0.01%
+200
1298
$7K ﹤0.01%
+50
1299
$7K ﹤0.01%
175
1300
$7K ﹤0.01%
50
-50
50 51
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53 54