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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.1M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1
+$139M
2
+$38.5M
3
+$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$72K ﹤0.01%
11,008
777
$72K ﹤0.01%
11,436
778
$72K ﹤0.01%
1,171
779
$72K ﹤0.01%
+760
780
$72K ﹤0.01%
650
781
$72K ﹤0.01%
5,782
782
$71K ﹤0.01%
3,000
783
$71K ﹤0.01%
1,624
-11
784
$70K ﹤0.01%
2,112
+1,840
785
$70K ﹤0.01%
3,606
786
$70K ﹤0.01%
1,050
-750
787
$70K ﹤0.01%
2,023
788
$69K ﹤0.01%
4,000
789
$68K ﹤0.01%
+3,484
790
$68K ﹤0.01%
2,745
791
$68K ﹤0.01%
2,448
792
$67K ﹤0.01%
2,336
793
$67K ﹤0.01%
395
-390
794
$66K ﹤0.01%
754
+38
795
$66K ﹤0.01%
3,825
796
$65K ﹤0.01%
1,592
-2,150
797
$65K ﹤0.01%
2,031
798
$65K ﹤0.01%
1,031
+1,000
799
$64K ﹤0.01%
810
800
$64K ﹤0.01%
2,944
+1,472
30 31
32
33 34