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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$76K ﹤0.01%
4,466
752
$75K ﹤0.01%
63
+18
753
$75K ﹤0.01%
541
+7
754
$74K ﹤0.01%
200
755
$74K ﹤0.01%
3,250
-400
756
$74K ﹤0.01%
6,914
757
$74K ﹤0.01%
6,809
-198
758
$74K ﹤0.01%
858
759
$73K ﹤0.01%
2,805
+249
760
$72K ﹤0.01%
2,000
761
$72K ﹤0.01%
+1,240
762
$72K ﹤0.01%
450
763
$72K ﹤0.01%
1,155
+54
764
$72K ﹤0.01%
+1,141
765
$72K ﹤0.01%
650
766
$71K ﹤0.01%
1,856
767
$71K ﹤0.01%
909
+549
768
$71K ﹤0.01%
7,615
769
$71K ﹤0.01%
3,694
770
$71K ﹤0.01%
1,279
771
$69K ﹤0.01%
4,358
772
$69K ﹤0.01%
555
773
$69K ﹤0.01%
1,550
-30
774
$69K ﹤0.01%
1,171
-11
775
$69K ﹤0.01%
1,065
-624
29 30
31
32 33