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
701
$35K ﹤0.01%
318
702
$35K ﹤0.01%
785
703
$35K ﹤0.01%
1,434
704
$35K ﹤0.01%
1,456
705
$35K ﹤0.01%
910
706
$35K ﹤0.01%
5,000
707
$35K ﹤0.01%
955
708
$35K ﹤0.01%
1,145
709
$34K ﹤0.01%
3,094
710
$34K ﹤0.01%
360
711
$34K ﹤0.01%
735
712
$34K ﹤0.01%
800
713
$34K ﹤0.01%
1,022
714
$34K ﹤0.01%
+621
715
$34K ﹤0.01%
1,870
716
$33K ﹤0.01%
1,073
717
$33K ﹤0.01%
2,288
718
$33K ﹤0.01%
300
719
$33K ﹤0.01%
955
720
$32K ﹤0.01%
1,500
721
$32K ﹤0.01%
416
722
$32K ﹤0.01%
270
723
$32K ﹤0.01%
2,000
724
$31K ﹤0.01%
554
725
$31K ﹤0.01%
710
27 28
29
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