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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$55K ﹤0.01%
3,000
777
$55K ﹤0.01%
2,031
778
$55K ﹤0.01%
1,430
779
$55K ﹤0.01%
150
780
$55K ﹤0.01%
2,900
781
$55K ﹤0.01%
1,622
782
$55K ﹤0.01%
3,825
783
$54K ﹤0.01%
1,549
-765
784
$54K ﹤0.01%
938
-105
785
$54K ﹤0.01%
2,867
786
$53K ﹤0.01%
514
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787
$53K ﹤0.01%
495
788
$53K ﹤0.01%
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789
$53K ﹤0.01%
2,655
790
$53K ﹤0.01%
280
791
$53K ﹤0.01%
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$53K ﹤0.01%
18
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$53K ﹤0.01%
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$53K ﹤0.01%
475
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795
$52K ﹤0.01%
1,372
796
$52K ﹤0.01%
1,037
-5,192
797
$51K ﹤0.01%
1,143
798
$50K ﹤0.01%
2,410
799
$50K ﹤0.01%
1,550
800
$50K ﹤0.01%
1,007
-4
30 31
32
33 34