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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.06M
3
+$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.56M
5
WFM
Whole Foods Market Inc
WFM
+$3.27M

Top Sells

1
+$6.28M
2
+$4.76M
3
+$3.66M
4
APA icon
APA Corp
APA
+$3.59M
5
XLNX
Xilinx Inc
XLNX
+$3.41M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$17K ﹤0.01%
1,650
+1,000
802
$17K ﹤0.01%
365
803
$17K ﹤0.01%
422
804
$17K ﹤0.01%
594
-304
805
$17K ﹤0.01%
1,200
806
$17K ﹤0.01%
234
807
$17K ﹤0.01%
258
808
$17K ﹤0.01%
150
809
$17K ﹤0.01%
300
810
$16K ﹤0.01%
800
+500
811
$16K ﹤0.01%
1,200
812
$16K ﹤0.01%
175
813
$16K ﹤0.01%
232
814
$16K ﹤0.01%
716
815
$16K ﹤0.01%
280
816
$16K ﹤0.01%
1,023
817
$16K ﹤0.01%
300
818
$16K ﹤0.01%
282
819
$16K ﹤0.01%
1,500
820
$15K ﹤0.01%
1,000
821
$15K ﹤0.01%
158
822
$15K ﹤0.01%
405
823
$15K ﹤0.01%
1,740
824
$15K ﹤0.01%
360
825
$15K ﹤0.01%
350
31 32
33
34 35