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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$33K ﹤0.01%
1,500
802
$33K ﹤0.01%
2,626
803
$33K ﹤0.01%
615
804
$32K ﹤0.01%
1,159
805
$32K ﹤0.01%
660
+186
806
$32K ﹤0.01%
1,463
+23
807
$32K ﹤0.01%
425
-8,381
808
$31K ﹤0.01%
1,000
809
$31K ﹤0.01%
922
810
$31K ﹤0.01%
955
811
$31K ﹤0.01%
590
812
$31K ﹤0.01%
1,000
813
$31K ﹤0.01%
778
814
$31K ﹤0.01%
1,646
+77
815
$31K ﹤0.01%
400
816
$30K ﹤0.01%
879
817
$30K ﹤0.01%
685
+78
818
$30K ﹤0.01%
560
819
$30K ﹤0.01%
600
820
$30K ﹤0.01%
1,144
821
$30K ﹤0.01%
400
822
$30K ﹤0.01%
925
823
$29K ﹤0.01%
687
824
$29K ﹤0.01%
332
825
$29K ﹤0.01%
150
31 32
33
34 35