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
$1.95B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.98M
3
+$2.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.42M

Top Sells

1
+$7.49M
2
+$6.71M
3
+$3.97M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M

Sector Composition

1 Industrials 11.38%
2 Healthcare 10.53%
3 Financials 9.65%
4 Energy 9.42%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$14K ﹤0.01%
80
852
$14K ﹤0.01%
425
853
$14K ﹤0.01%
+282
854
$14K ﹤0.01%
258
855
$14K ﹤0.01%
150
856
$14K ﹤0.01%
719
857
$14K ﹤0.01%
208
858
$14K ﹤0.01%
180
859
$13K ﹤0.01%
755
860
$13K ﹤0.01%
1,000
861
$13K ﹤0.01%
158
862
$13K ﹤0.01%
1,098
863
$13K ﹤0.01%
310
864
$13K ﹤0.01%
683
865
$13K ﹤0.01%
935
-1,036
866
$13K ﹤0.01%
282
867
$12K ﹤0.01%
175
868
$12K ﹤0.01%
120
869
$12K ﹤0.01%
360
870
$12K ﹤0.01%
716
-420
871
$12K ﹤0.01%
375
+200
872
$12K ﹤0.01%
760
873
$12K ﹤0.01%
284
874
$12K ﹤0.01%
+428
875
$12K ﹤0.01%
245
33 34
35
36 37