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
726
$47K ﹤0.01%
479
+58
727
$47K ﹤0.01%
2,288
728
$46K ﹤0.01%
230
+13
729
$45K ﹤0.01%
667
730
$44K ﹤0.01%
542
+182
731
$44K ﹤0.01%
3,026
+7
732
$44K ﹤0.01%
320
-535
733
$43K ﹤0.01%
2,986
734
$43K ﹤0.01%
2,250
735
$43K ﹤0.01%
392
+23
736
$43K ﹤0.01%
391
+137
737
$43K ﹤0.01%
2,189
738
$42K ﹤0.01%
1,372
739
$42K ﹤0.01%
1,196
740
$42K ﹤0.01%
475
+80
741
$42K ﹤0.01%
10
742
$42K ﹤0.01%
1,537
743
$42K ﹤0.01%
+49
744
$41K ﹤0.01%
2,000
745
$41K ﹤0.01%
2,745
746
$41K ﹤0.01%
2,800
747
$40K ﹤0.01%
319
748
$40K ﹤0.01%
960
749
$40K ﹤0.01%
390
750
$40K ﹤0.01%
874
28 29
30
31 32