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
776
$22K ﹤0.01%
768
777
$22K ﹤0.01%
635
778
$22K ﹤0.01%
323
779
$21K ﹤0.01%
395
780
$21K ﹤0.01%
660
781
$21K ﹤0.01%
+400
782
$21K ﹤0.01%
94
+1
783
$21K ﹤0.01%
474
784
$21K ﹤0.01%
161
785
$21K ﹤0.01%
528
786
$21K ﹤0.01%
550
787
$20K ﹤0.01%
2,348
-1,806
788
$20K ﹤0.01%
405
789
$20K ﹤0.01%
146
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$20K ﹤0.01%
348
791
$20K ﹤0.01%
1,731
792
$19K ﹤0.01%
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$19K ﹤0.01%
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794
$18K ﹤0.01%
524
795
$18K ﹤0.01%
227
796
$18K ﹤0.01%
1,839
797
$18K ﹤0.01%
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798
$18K ﹤0.01%
212
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799
$18K ﹤0.01%
+1,111
800
$17K ﹤0.01%
1,236
30 31
32
33 34