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
826
$27K ﹤0.01%
3,089
+3,000
827
$26K ﹤0.01%
1,028
+986
828
$26K ﹤0.01%
560
829
$26K ﹤0.01%
2,264
+135
830
$26K ﹤0.01%
+925
831
$26K ﹤0.01%
606
+30
832
$26K ﹤0.01%
2,000
-8,000
833
$26K ﹤0.01%
1,000
834
$26K ﹤0.01%
400
835
$26K ﹤0.01%
925
836
$25K ﹤0.01%
458
837
$25K ﹤0.01%
1,200
838
$25K ﹤0.01%
2,367
839
$25K ﹤0.01%
540
840
$25K ﹤0.01%
1,000
841
$24K ﹤0.01%
530
842
$24K ﹤0.01%
1,514
+615
843
$24K ﹤0.01%
1,802
844
$24K ﹤0.01%
270
-118
845
$23K ﹤0.01%
360
846
$23K ﹤0.01%
300
-116
847
$23K ﹤0.01%
+332
848
$23K ﹤0.01%
1,226
+621
849
$22K ﹤0.01%
135
850
$22K ﹤0.01%
1,040
-3,650
32 33
34
35 36