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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$95K ﹤0.01%
2,200
602
$95K ﹤0.01%
5,670
603
$95K ﹤0.01%
+1,100
604
$95K ﹤0.01%
3,108
605
$95K ﹤0.01%
2,326
+192
606
$94K ﹤0.01%
3,911
607
$94K ﹤0.01%
6,118
+2,915
608
$94K ﹤0.01%
1,000
609
$94K ﹤0.01%
6,900
610
$94K ﹤0.01%
2,860
-120
611
$94K ﹤0.01%
1,800
612
$92K ﹤0.01%
1,150
613
$91K ﹤0.01%
2,000
614
$91K ﹤0.01%
388
615
$91K ﹤0.01%
1,500
616
$90K ﹤0.01%
9,018
-200
617
$90K ﹤0.01%
13,275
+2,755
618
$90K ﹤0.01%
2,152
-248
619
$88K ﹤0.01%
1,650
620
$87K ﹤0.01%
451
621
$87K ﹤0.01%
1,797
622
$86K ﹤0.01%
1,773
+310
623
$86K ﹤0.01%
970
624
$86K ﹤0.01%
4,805
625
$86K ﹤0.01%
5,000
23 24
25
26 27