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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.43M
3
+$6.6M
4
PM icon
Philip Morris
PM
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.38M

Top Sells

1
+$8.1M
2
+$6.76M
3
+$6.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.19M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.73M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$35K ﹤0.01%
910
852
$35K ﹤0.01%
+803
853
$35K ﹤0.01%
843
-2
854
$35K ﹤0.01%
900
855
$35K ﹤0.01%
3,000
856
$35K ﹤0.01%
2,436
+2,362
857
$34K ﹤0.01%
1,754
-454
858
$34K ﹤0.01%
1,000
859
$34K ﹤0.01%
+2,300
860
$34K ﹤0.01%
1,000
861
$33K ﹤0.01%
922
862
$33K ﹤0.01%
1,018
+18
863
$33K ﹤0.01%
375
864
$33K ﹤0.01%
2,192
+667
865
$33K ﹤0.01%
1,631
-38
866
$33K ﹤0.01%
653
867
$32K ﹤0.01%
1,162
868
$32K ﹤0.01%
1,706
+36
869
$32K ﹤0.01%
1,534
+1,374
870
$31K ﹤0.01%
332
871
$31K ﹤0.01%
813
-403
872
$31K ﹤0.01%
435
873
$31K ﹤0.01%
1,244
-183
874
$31K ﹤0.01%
1,601
+170
875
$31K ﹤0.01%
710
-485
33 34
35
36 37