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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.06M
3
+$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.56M
5
WFM
Whole Foods Market Inc
WFM
+$3.27M

Top Sells

1
+$6.28M
2
+$4.76M
3
+$3.66M
4
APA icon
APA Corp
APA
+$3.59M
5
XLNX
Xilinx Inc
XLNX
+$3.41M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$25K ﹤0.01%
1,152
752
$25K ﹤0.01%
528
753
$25K ﹤0.01%
141
754
$25K ﹤0.01%
3,842
755
$25K ﹤0.01%
387
756
$25K ﹤0.01%
925
757
$24K ﹤0.01%
415
758
$24K ﹤0.01%
697
759
$24K ﹤0.01%
200
760
$24K ﹤0.01%
2,226
-431
761
$24K ﹤0.01%
576
-2,050
762
$24K ﹤0.01%
+200
763
$23K ﹤0.01%
308
764
$23K ﹤0.01%
1,037
765
$23K ﹤0.01%
1,802
766
$23K ﹤0.01%
1,094
-989
767
$23K ﹤0.01%
1,384
768
$23K ﹤0.01%
1,000
769
$23K ﹤0.01%
210
770
$23K ﹤0.01%
270
771
$23K ﹤0.01%
440
772
$22K ﹤0.01%
1,448
773
$22K ﹤0.01%
5,800
774
$22K ﹤0.01%
874
+590
775
$22K ﹤0.01%
280
29 30
31
32 33