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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$57K ﹤0.01%
620
702
$57K ﹤0.01%
1,300
703
$57K ﹤0.01%
2,200
-2,836
704
$56K ﹤0.01%
1,312
+201
705
$56K ﹤0.01%
1,234
706
$56K ﹤0.01%
1,054
707
$55K ﹤0.01%
291
708
$55K ﹤0.01%
+1,111
709
$55K ﹤0.01%
3,005
710
$55K ﹤0.01%
1,150
711
$55K ﹤0.01%
+3,958
712
$54K ﹤0.01%
2,364
713
$54K ﹤0.01%
217
714
$53K ﹤0.01%
+354
715
$53K ﹤0.01%
854
-1,004
716
$52K ﹤0.01%
2,730
-9,075
717
$52K ﹤0.01%
2,121
-7,704
718
$52K ﹤0.01%
400
719
$51K ﹤0.01%
1,180
720
$51K ﹤0.01%
+8
721
$51K ﹤0.01%
+400
722
$51K ﹤0.01%
3,984
+20
723
$51K ﹤0.01%
1,928
-85
724
$50K ﹤0.01%
586
725
$50K ﹤0.01%
1,000
27 28
29
30 31