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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$42K ﹤0.01%
688
-1,303
827
$41K ﹤0.01%
300
-499
828
$41K ﹤0.01%
+338
829
$41K ﹤0.01%
2,309
-422
830
$41K ﹤0.01%
1,569
-12,131
831
$41K ﹤0.01%
215
832
$41K ﹤0.01%
2,573
833
$41K ﹤0.01%
932
+462
834
$40K ﹤0.01%
1,052
835
$39K ﹤0.01%
2,902
-335
836
$39K ﹤0.01%
2,475
837
$39K ﹤0.01%
502
838
$39K ﹤0.01%
2,736
+1,000
839
$39K ﹤0.01%
277
-6
840
$39K ﹤0.01%
486
841
$38K ﹤0.01%
803
842
$38K ﹤0.01%
620
843
$38K ﹤0.01%
2,180
844
$38K ﹤0.01%
223
+185
845
$37K ﹤0.01%
120
846
$37K ﹤0.01%
3,085
847
$37K ﹤0.01%
375
848
$37K ﹤0.01%
2,288
849
$37K ﹤0.01%
3,312
850
$37K ﹤0.01%
3,000
32 33
34
35 36