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
851
$24K ﹤0.01%
415
852
$24K ﹤0.01%
488
853
$24K ﹤0.01%
435
854
$24K ﹤0.01%
992
855
$24K ﹤0.01%
1,028
856
$24K ﹤0.01%
594
857
$24K ﹤0.01%
800
858
$24K ﹤0.01%
385
+360
859
$24K ﹤0.01%
383
860
$24K ﹤0.01%
1,000
861
$23K ﹤0.01%
1,356
862
$23K ﹤0.01%
601
+5
863
$23K ﹤0.01%
1,006
864
$23K ﹤0.01%
570
865
$23K ﹤0.01%
1,000
866
$23K ﹤0.01%
400
867
$23K ﹤0.01%
1,000
868
$23K ﹤0.01%
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869
$23K ﹤0.01%
254
+104
870
$23K ﹤0.01%
284
871
$22K ﹤0.01%
280
872
$22K ﹤0.01%
250
+45
873
$22K ﹤0.01%
400
874
$22K ﹤0.01%
375
875
$22K ﹤0.01%
300
33 34
35
36 37