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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$36K ﹤0.01%
+688
777
$36K ﹤0.01%
955
778
$35K ﹤0.01%
398
+173
779
$35K ﹤0.01%
2,500
780
$35K ﹤0.01%
1,147
781
$34K ﹤0.01%
1,117
+120
782
$34K ﹤0.01%
400
783
$34K ﹤0.01%
167
-1,734
784
$34K ﹤0.01%
960
785
$34K ﹤0.01%
1,600
786
$34K ﹤0.01%
461
+60
787
$33K ﹤0.01%
415
788
$33K ﹤0.01%
402
789
$33K ﹤0.01%
2,000
790
$33K ﹤0.01%
270
791
$32K ﹤0.01%
823
+458
792
$32K ﹤0.01%
818
-10
793
$32K ﹤0.01%
863
794
$32K ﹤0.01%
800
795
$32K ﹤0.01%
4,330
796
$32K ﹤0.01%
2,550
-1,100
797
$31K ﹤0.01%
2,250
798
$31K ﹤0.01%
665
-2,220
799
$31K ﹤0.01%
1,178
800
$30K ﹤0.01%
338
30 31
32
33 34