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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$30K ﹤0.01%
1,283
802
$30K ﹤0.01%
865
803
$30K ﹤0.01%
552
804
$30K ﹤0.01%
+5,400
805
$29K ﹤0.01%
95
+1
806
$29K ﹤0.01%
390
807
$29K ﹤0.01%
1,000
-1,000
808
$29K ﹤0.01%
1,650
809
$29K ﹤0.01%
10
810
$29K ﹤0.01%
4,342
+500
811
$28K ﹤0.01%
2,000
812
$28K ﹤0.01%
1,000
813
$28K ﹤0.01%
+1,983
814
$28K ﹤0.01%
200
815
$28K ﹤0.01%
500
816
$28K ﹤0.01%
844
+171
817
$28K ﹤0.01%
638
818
$28K ﹤0.01%
+874
819
$28K ﹤0.01%
980
820
$27K ﹤0.01%
1,100
-3,900
821
$27K ﹤0.01%
2,000
822
$27K ﹤0.01%
1,261
823
$27K ﹤0.01%
341
-647
824
$27K ﹤0.01%
1,500
825
$27K ﹤0.01%
2,000
31 32
33
34 35