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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$75K ﹤0.01%
582
727
$74K ﹤0.01%
1,891
-7,942
728
$74K ﹤0.01%
1,119
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729
$74K ﹤0.01%
1,123
730
$73K ﹤0.01%
1,398
-152
731
$73K ﹤0.01%
4,800
732
$73K ﹤0.01%
858
733
$72K ﹤0.01%
1,836
-1,313
734
$72K ﹤0.01%
1,424
735
$72K ﹤0.01%
650
736
$72K ﹤0.01%
575
737
$71K ﹤0.01%
63
738
$70K ﹤0.01%
450
739
$70K ﹤0.01%
1,570
740
$69K ﹤0.01%
238
-3
741
$69K ﹤0.01%
1,900
742
$68K ﹤0.01%
3,606
743
$68K ﹤0.01%
511
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744
$68K ﹤0.01%
4,309
745
$67K ﹤0.01%
2,045
746
$67K ﹤0.01%
1,486
-1,210
747
$67K ﹤0.01%
353
748
$67K ﹤0.01%
720
749
$67K ﹤0.01%
814
+540
750
$66K ﹤0.01%
1,250
28 29
30
31 32