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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$61K ﹤0.01%
1,250
-241
802
$61K ﹤0.01%
993
803
$61K ﹤0.01%
200
804
$61K ﹤0.01%
4,941
805
$60K ﹤0.01%
2,031
806
$60K ﹤0.01%
10,720
+5,954
807
$60K ﹤0.01%
486
808
$59K ﹤0.01%
12,713
-375
809
$59K ﹤0.01%
2,070
810
$59K ﹤0.01%
620
811
$59K ﹤0.01%
1,223
+688
812
$59K ﹤0.01%
1,142
-5,594
813
$59K ﹤0.01%
1,270
+254
814
$58K ﹤0.01%
1,372
815
$58K ﹤0.01%
1,064
816
$58K ﹤0.01%
622
817
$57K ﹤0.01%
2,200
-32,238
818
$57K ﹤0.01%
2,359
819
$57K ﹤0.01%
1,622
820
$57K ﹤0.01%
1,975
-5,132
821
$57K ﹤0.01%
2,432
822
$56K ﹤0.01%
1,101
823
$56K ﹤0.01%
2,208
824
$56K ﹤0.01%
150
825
$56K ﹤0.01%
1,054
31 32
33
34 35