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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$92K ﹤0.01%
10,620
602
$92K ﹤0.01%
955
+45
603
$92K ﹤0.01%
537
604
$91K ﹤0.01%
51
+8
605
$91K ﹤0.01%
1,554
606
$91K ﹤0.01%
2,034
+62
607
$90K ﹤0.01%
7,963
+191
608
$90K ﹤0.01%
1,776
+1,376
609
$90K ﹤0.01%
1,125
610
$89K ﹤0.01%
11,806
611
$89K ﹤0.01%
2,400
612
$89K ﹤0.01%
1,464
+132
613
$88K ﹤0.01%
1,000
614
$87K ﹤0.01%
2,125
+17
615
$86K ﹤0.01%
422
+34
616
$86K ﹤0.01%
2,811
617
$85K ﹤0.01%
5,600
618
$85K ﹤0.01%
3,042
619
$85K ﹤0.01%
651
620
$85K ﹤0.01%
+873
621
$84K ﹤0.01%
2,900
622
$84K ﹤0.01%
1,204
+105
623
$84K ﹤0.01%
491
+40
624
$84K ﹤0.01%
6,268
625
$83K ﹤0.01%
5,117
23 24
25
26 27