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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.06M
3
+$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.56M
5
WFM
Whole Foods Market Inc
WFM
+$3.27M

Top Sells

1
+$6.28M
2
+$4.76M
3
+$3.66M
4
APA icon
APA Corp
APA
+$3.59M
5
XLNX
Xilinx Inc
XLNX
+$3.41M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$43K ﹤0.01%
1,040
677
$43K ﹤0.01%
+1,000
678
$43K ﹤0.01%
1,105
+101
679
$43K ﹤0.01%
5,420
680
$43K ﹤0.01%
3,335
681
$43K ﹤0.01%
576
682
$42K ﹤0.01%
1,000
683
$42K ﹤0.01%
6,900
684
$42K ﹤0.01%
2,398
+2,198
685
$41K ﹤0.01%
2,638
686
$41K ﹤0.01%
800
687
$40K ﹤0.01%
320
688
$40K ﹤0.01%
2,000
689
$40K ﹤0.01%
1,135
-902
690
$39K ﹤0.01%
1,000
691
$38K ﹤0.01%
1,000
692
$38K ﹤0.01%
4,175
693
$38K ﹤0.01%
383
694
$37K ﹤0.01%
2,250
695
$37K ﹤0.01%
+1,828
696
$37K ﹤0.01%
2,550
697
$36K ﹤0.01%
338
698
$36K ﹤0.01%
771
699
$36K ﹤0.01%
433
700
$35K ﹤0.01%
+3,256
26 27
28
29 30