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
1301
$1K ﹤0.01%
+11
1302
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+117
1303
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+45
1304
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52
1305
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1
1306
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111
1307
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25
1308
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+55
1309
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172
1310
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25
1311
$1K ﹤0.01%
34
1312
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10
1313
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+5
1314
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37
1315
$1K ﹤0.01%
250
1316
– –
-250
1317
– –
-1,168
1318
– –
-50
1319
$0 ﹤0.01%
9
1320
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2
1321
$0 ﹤0.01%
20
1322
– –
-60
1323
$0 ﹤0.01%
50
+2
1324
$0 ﹤0.01%
854
1325
– –
-196
51 52
53
54 55