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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1
+$18.3M
2
+$16.6M
3
+$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$76.3K ﹤0.01%
6,574
-837
852
$76.3K ﹤0.01%
271
853
$75.9K ﹤0.01%
1,884
+84
854
$75K ﹤0.01%
904
855
$74.5K ﹤0.01%
6,852
856
$74.1K ﹤0.01%
350
857
$74.1K ﹤0.01%
508
858
$74K ﹤0.01%
40,223
859
$73.9K ﹤0.01%
221
860
$73.7K ﹤0.01%
1,099
-83
861
$72.7K ﹤0.01%
798
862
$72K ﹤0.01%
1,838
863
$71.8K ﹤0.01%
3,081
864
$71.3K ﹤0.01%
500
865
$70.9K ﹤0.01%
1,048
866
$70.4K ﹤0.01%
810
867
$69.9K ﹤0.01%
1,550
868
$69.8K ﹤0.01%
1,682
+469
869
$69.3K ﹤0.01%
333
870
$69.2K ﹤0.01%
1,474
871
$68.9K ﹤0.01%
657
872
$68.5K ﹤0.01%
1,100
873
$68.5K ﹤0.01%
1,832
+832
874
$67.7K ﹤0.01%
660
-398
875
$67.5K ﹤0.01%
2,450
33 34
35
36 37