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
$1.95B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.98M
3
+$2.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.42M

Top Sells

1
+$7.49M
2
+$6.71M
3
+$3.97M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M

Sector Composition

1 Industrials 11.38%
2 Healthcare 10.53%
3 Financials 9.65%
4 Energy 9.42%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$29K ﹤0.01%
800
-1,441
752
$29K ﹤0.01%
270
753
$29K ﹤0.01%
215
754
$29K ﹤0.01%
135
755
$29K ﹤0.01%
1,152
756
$28K ﹤0.01%
898
-1,420
757
$28K ﹤0.01%
4,863
-6,296
758
$28K ﹤0.01%
1,270
759
$28K ﹤0.01%
1,014
-145
760
$28K ﹤0.01%
750
761
$27K ﹤0.01%
517
-75
762
$27K ﹤0.01%
5,211
-1,097
763
$27K ﹤0.01%
+1,200
764
$27K ﹤0.01%
438
765
$26K ﹤0.01%
3,435
766
$26K ﹤0.01%
530
767
$26K ﹤0.01%
405
768
$26K ﹤0.01%
416
769
$26K ﹤0.01%
+600
770
$26K ﹤0.01%
952
771
$25K ﹤0.01%
697
772
$25K ﹤0.01%
200
773
$25K ﹤0.01%
600
774
$25K ﹤0.01%
2,244
775
$25K ﹤0.01%
755
29 30
31
32 33