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
826
$28K ﹤0.01%
261
+86
827
$28K ﹤0.01%
1,000
828
$28K ﹤0.01%
+379
829
$28K ﹤0.01%
715
830
$28K ﹤0.01%
+900
831
$28K ﹤0.01%
807
832
$28K ﹤0.01%
687
+49
833
$28K ﹤0.01%
772
834
$27K ﹤0.01%
167
+32
835
$27K ﹤0.01%
1,416
836
$27K ﹤0.01%
500
837
$27K ﹤0.01%
1,300
838
$27K ﹤0.01%
+599
839
$27K ﹤0.01%
4,342
840
$27K ﹤0.01%
500
841
$26K ﹤0.01%
270
842
$26K ﹤0.01%
2,924
843
$26K ﹤0.01%
910
844
$26K ﹤0.01%
207
+92
845
$26K ﹤0.01%
1,250
846
$26K ﹤0.01%
810
847
$25K ﹤0.01%
286
+151
848
$25K ﹤0.01%
458
849
$25K ﹤0.01%
2,000
850
$25K ﹤0.01%
346
32 33
34
35 36