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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$35K ﹤0.01%
1,300
852
$35K ﹤0.01%
3,085
-898
853
$35K ﹤0.01%
10
854
$35K ﹤0.01%
1,300
855
$35K ﹤0.01%
3,000
856
$34K ﹤0.01%
238
857
$34K ﹤0.01%
1,643
858
$34K ﹤0.01%
1,427
859
$33K ﹤0.01%
8
860
$33K ﹤0.01%
922
861
$33K ﹤0.01%
1,000
862
$33K ﹤0.01%
2,648
863
$33K ﹤0.01%
900
864
$33K ﹤0.01%
280
865
$33K ﹤0.01%
5,687
+3,773
866
$33K ﹤0.01%
1,261
867
$33K ﹤0.01%
470
868
$33K ﹤0.01%
1,218
-21,709
869
$33K ﹤0.01%
+3,074
870
$32K ﹤0.01%
1,000
-24,220
871
$32K ﹤0.01%
1,430
+705
872
$32K ﹤0.01%
845
873
$32K ﹤0.01%
458
+353
874
$32K ﹤0.01%
502
+4
875
$32K ﹤0.01%
1,042
33 34
35
36 37