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
776
$25K ﹤0.01%
+808
777
$24K ﹤0.01%
+554
778
$24K ﹤0.01%
660
779
$24K ﹤0.01%
1,448
780
$24K ﹤0.01%
5,290
781
$24K ﹤0.01%
1,037
782
$24K ﹤0.01%
839
783
$24K ﹤0.01%
4,550
784
$24K ﹤0.01%
387
785
$24K ﹤0.01%
235
786
$24K ﹤0.01%
2,136
787
$24K ﹤0.01%
1,000
788
$23K ﹤0.01%
280
789
$23K ﹤0.01%
400
790
$23K ﹤0.01%
500
791
$22K ﹤0.01%
388
792
$22K ﹤0.01%
1,802
793
$21K ﹤0.01%
395
794
$21K ﹤0.01%
750
-1,100
795
$21K ﹤0.01%
500
796
$21K ﹤0.01%
280
797
$21K ﹤0.01%
1,384
798
$21K ﹤0.01%
907
-4,064
799
$21K ﹤0.01%
576
800
$20K ﹤0.01%
524
30 31
32
33 34