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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$69K ﹤0.01%
1,622
-199
777
$68K ﹤0.01%
1,248
+16
778
$68K ﹤0.01%
1,142
-24
779
$68K ﹤0.01%
2,513
780
$67K ﹤0.01%
3,000
781
$67K ﹤0.01%
1,900
-300
782
$66K ﹤0.01%
1,454
783
$66K ﹤0.01%
2,745
784
$66K ﹤0.01%
643
+2
785
$66K ﹤0.01%
615
-38
786
$65K ﹤0.01%
850
+40
787
$65K ﹤0.01%
2,554
-4,906
788
$65K ﹤0.01%
1,622
789
$65K ﹤0.01%
+384
790
$64K ﹤0.01%
400
791
$63K ﹤0.01%
+839
792
$63K ﹤0.01%
3,145
-4,068
793
$63K ﹤0.01%
188
794
$62K ﹤0.01%
241
+3
795
$62K ﹤0.01%
999
796
$62K ﹤0.01%
1,274
-15
797
$62K ﹤0.01%
1,822
+990
798
$62K ﹤0.01%
856
-7
799
$62K ﹤0.01%
2,400
800
$62K ﹤0.01%
1,300
30 31
32
33 34