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
$2.59B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.59M
3
+$2.86M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.79M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.6M

Top Sells

1
+$2.36M
2
+$1.8M
3
+$1.31M
4
CAH icon
Cardinal Health
CAH
+$1.21M
5
RAI
Reynolds American Inc
RAI
+$1.09M

Sector Composition

1 Financials 11.29%
2 Healthcare 10.73%
3 Technology 9.55%
4 Industrials 9.09%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$36K ﹤0.01%
1,295
-14
777
$36K ﹤0.01%
706
778
$36K ﹤0.01%
2,626
779
$36K ﹤0.01%
1,347
780
$35K ﹤0.01%
82
781
$35K ﹤0.01%
2,000
782
$35K ﹤0.01%
1,261
783
$35K ﹤0.01%
498
+2
784
$35K ﹤0.01%
329
-63
785
$34K ﹤0.01%
190
-36
786
$34K ﹤0.01%
884
787
$34K ﹤0.01%
1,023
+68
788
$34K ﹤0.01%
1,000
789
$34K ﹤0.01%
+1,800
790
$33K ﹤0.01%
1,000
791
$33K ﹤0.01%
2,474
792
$33K ﹤0.01%
800
793
$32K ﹤0.01%
261
794
$32K ﹤0.01%
685
795
$32K ﹤0.01%
922
796
$32K ﹤0.01%
3,892
-31
797
$32K ﹤0.01%
925
798
$32K ﹤0.01%
2,000
799
$31K ﹤0.01%
910
800
$31K ﹤0.01%
500
30 31
32
33 34