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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$37K ﹤0.01%
2,445
852
$36K ﹤0.01%
738
-2,221
853
$36K ﹤0.01%
662
854
$36K ﹤0.01%
271
855
$36K ﹤0.01%
771
-6,423
856
$35K ﹤0.01%
3,600
857
$35K ﹤0.01%
460
858
$35K ﹤0.01%
477
859
$35K ﹤0.01%
1,303
860
$35K ﹤0.01%
1,572
861
$35K ﹤0.01%
771
862
$35K ﹤0.01%
308
863
$35K ﹤0.01%
+36
864
$34K ﹤0.01%
1,155
-86
865
$34K ﹤0.01%
496
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866
$34K ﹤0.01%
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867
$34K ﹤0.01%
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$34K ﹤0.01%
800
-500
869
$34K ﹤0.01%
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870
$34K ﹤0.01%
792
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871
$33K ﹤0.01%
76
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872
$33K ﹤0.01%
3,000
873
$33K ﹤0.01%
1,090
-2,812
874
$33K ﹤0.01%
12,713
875
$33K ﹤0.01%
1,180
33 34
35
36 37