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
626
$81K ﹤0.01%
1,719
627
$80K ﹤0.01%
2,504
+714
628
$79K ﹤0.01%
1,586
629
$78K ﹤0.01%
1,304
+409
630
$78K ﹤0.01%
1,702
-7,581
631
$78K ﹤0.01%
1,037
632
$77K ﹤0.01%
1,400
633
$76K ﹤0.01%
7,000
634
$75K ﹤0.01%
2,112
635
$75K ﹤0.01%
1,234
636
$75K ﹤0.01%
2,450
637
$74K ﹤0.01%
1,140
-5
638
$73K ﹤0.01%
775
639
$73K ﹤0.01%
2,527
640
$72K ﹤0.01%
1,623
641
$72K ﹤0.01%
2,000
642
$72K ﹤0.01%
696
643
$72K ﹤0.01%
584
+74
644
$72K ﹤0.01%
2,750
645
$72K ﹤0.01%
650
646
$71K ﹤0.01%
1,861
-12
647
$71K ﹤0.01%
5,814
648
$71K ﹤0.01%
1,200
649
$70K ﹤0.01%
531
+31
650
$69K ﹤0.01%
1,000
24 25
26
27 28