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
701
$53K ﹤0.01%
1,266
702
$53K ﹤0.01%
3,373
+1,373
703
$53K ﹤0.01%
1,034
-2,103
704
$52K ﹤0.01%
8
705
$52K ﹤0.01%
2,292
706
$51K ﹤0.01%
678
707
$51K ﹤0.01%
2,182
708
$51K ﹤0.01%
+1,622
709
$51K ﹤0.01%
1,405
+244
710
$51K ﹤0.01%
711
+170
711
$50K ﹤0.01%
495
712
$50K ﹤0.01%
3,983
713
$50K ﹤0.01%
300
714
$49K ﹤0.01%
1,000
-500
715
$48K ﹤0.01%
1,261
+551
716
$48K ﹤0.01%
3,740
717
$48K ﹤0.01%
2,354
-1,272
718
$48K ﹤0.01%
4,800
719
$48K ﹤0.01%
217
720
$48K ﹤0.01%
557
721
$47K ﹤0.01%
237
+37
722
$47K ﹤0.01%
800
723
$47K ﹤0.01%
6,262
724
$47K ﹤0.01%
433
725
$47K ﹤0.01%
1,028
27 28
29
30 31