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
676
$59K ﹤0.01%
947
677
$59K ﹤0.01%
1,509
+309
678
$58K ﹤0.01%
2,000
679
$58K ﹤0.01%
611
+71
680
$58K ﹤0.01%
1,450
681
$57K ﹤0.01%
2,723
682
$57K ﹤0.01%
800
683
$57K ﹤0.01%
2,000
684
$57K ﹤0.01%
3,335
685
$56K ﹤0.01%
419
+81
686
$56K ﹤0.01%
1,530
687
$56K ﹤0.01%
2,175
-50
688
$56K ﹤0.01%
1,300
689
$56K ﹤0.01%
5,750
690
$56K ﹤0.01%
400
691
$56K ﹤0.01%
358
692
$55K ﹤0.01%
1,113
-8,520
693
$55K ﹤0.01%
1,054
694
$54K ﹤0.01%
418
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695
$54K ﹤0.01%
1,180
696
$54K ﹤0.01%
2,359
697
$54K ﹤0.01%
1,300
-4,035
698
$54K ﹤0.01%
938
699
$54K ﹤0.01%
3,398
+280
700
$54K ﹤0.01%
+1,002
26 27
28
29 30