WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$219K 0.01%
43,810
-37
527
$219K 0.01%
14,256
-800
528
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3,453
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529
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15,712
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531
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533
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534
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9,149
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535
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-9
536
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537
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538
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539
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540
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1,600
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541
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542
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544
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545
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546
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5,245
-19,210
548
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549
$198K 0.01%
3,000
550
$198K 0.01%
3,454
-240
20 21
22
23 24