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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1
+$18.3M
2
+$16.6M
3
+$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$85.7K ﹤0.01%
1,000
827
$85.7K ﹤0.01%
199
828
$85.6K ﹤0.01%
714
829
$84.5K ﹤0.01%
1,023
830
$84.2K ﹤0.01%
500
831
$83.9K ﹤0.01%
2,000
832
$83.9K ﹤0.01%
2,000
833
$82.4K ﹤0.01%
360
834
$82.2K ﹤0.01%
100
835
$82K ﹤0.01%
15,978
-932
836
$81.6K ﹤0.01%
2,000
837
$81.5K ﹤0.01%
850
838
$80.8K ﹤0.01%
647
839
$80.4K ﹤0.01%
408
+38
840
$80.2K ﹤0.01%
522
-20
841
$80K ﹤0.01%
2,449
842
$79.3K ﹤0.01%
747
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843
$78.9K ﹤0.01%
2,410
844
$78.5K ﹤0.01%
2,000
845
$78.2K ﹤0.01%
680
846
$77.2K ﹤0.01%
294
+27
847
$77.1K ﹤0.01%
683
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848
$76.9K ﹤0.01%
1,554
-23
849
$76.6K ﹤0.01%
1,000
850
$76.4K ﹤0.01%
2,071
32 33
34
35 36