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
651
$69K ﹤0.01%
779
-4,973
652
$68K ﹤0.01%
1,806
+83
653
$68K ﹤0.01%
2,218
+4
654
$67K ﹤0.01%
3,750
655
$67K ﹤0.01%
830
-31
656
$66K ﹤0.01%
4,805
657
$66K ﹤0.01%
530
658
$65K ﹤0.01%
2,697
659
$65K ﹤0.01%
1,104
+149
660
$64K ﹤0.01%
2,356
-9
661
$64K ﹤0.01%
725
+105
662
$64K ﹤0.01%
2,081
-38
663
$64K ﹤0.01%
7,500
664
$63K ﹤0.01%
8,562
665
$63K ﹤0.01%
476
+61
666
$63K ﹤0.01%
3,000
667
$63K ﹤0.01%
400
668
$63K ﹤0.01%
2,365
669
$62K ﹤0.01%
3,955
+205
670
$61K ﹤0.01%
875
671
$60K ﹤0.01%
2,589
672
$60K ﹤0.01%
906
+466
673
$60K ﹤0.01%
+3,300
674
$60K ﹤0.01%
2,250
675
$60K ﹤0.01%
1,610
25 26
27
28 29