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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$36K ﹤0.01%
352
777
$36K ﹤0.01%
706
+3
778
$36K ﹤0.01%
1,235
+190
779
$36K ﹤0.01%
435
780
$36K ﹤0.01%
1,347
781
$35K ﹤0.01%
386
-2,000
782
$35K ﹤0.01%
665
783
$35K ﹤0.01%
1,057
784
$35K ﹤0.01%
2,042
+858
785
$35K ﹤0.01%
2,129
786
$35K ﹤0.01%
500
787
$35K ﹤0.01%
844
+114
788
$34K ﹤0.01%
1,000
789
$34K ﹤0.01%
832
+307
790
$34K ﹤0.01%
1,072
791
$34K ﹤0.01%
910
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792
$34K ﹤0.01%
1,261
793
$34K ﹤0.01%
3,923
794
$34K ﹤0.01%
2,000
795
$33K ﹤0.01%
516
-49
796
$33K ﹤0.01%
1,576
+376
797
$33K ﹤0.01%
82
798
$33K ﹤0.01%
884
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799
$33K ﹤0.01%
2,000
-300
800
$33K ﹤0.01%
2,622
30 31
32
33 34