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
826
$55K ﹤0.01%
495
+103
827
$55K ﹤0.01%
269
828
$55K ﹤0.01%
4,061
829
$54K ﹤0.01%
477
+117
830
$54K ﹤0.01%
1,165
-1,015
831
$54K ﹤0.01%
441
+241
832
$54K ﹤0.01%
1,346
833
$54K ﹤0.01%
1,115
+780
834
$54K ﹤0.01%
2,333
835
$54K ﹤0.01%
844
+13
836
$53K ﹤0.01%
610
837
$53K ﹤0.01%
506
+300
838
$53K ﹤0.01%
3,104
+1,305
839
$53K ﹤0.01%
380
+46
840
$52K ﹤0.01%
975
+181
841
$51K ﹤0.01%
2,150
842
$51K ﹤0.01%
2,288
843
$51K ﹤0.01%
3,785
844
$50K ﹤0.01%
1,180
845
$50K ﹤0.01%
2,766
-847
846
$50K ﹤0.01%
1,663
-368
847
$50K ﹤0.01%
1,365
848
$50K ﹤0.01%
2,050
-1,150
849
$50K ﹤0.01%
2,475
850
$50K ﹤0.01%
803
32 33
34
35 36