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
$1.95B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.98M
3
+$2.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.42M

Top Sells

1
+$7.49M
2
+$6.71M
3
+$3.97M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M

Sector Composition

1 Industrials 11.38%
2 Healthcare 10.53%
3 Financials 9.65%
4 Energy 9.42%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K ﹤0.01%
386
877
$12K ﹤0.01%
424
878
$12K ﹤0.01%
190
879
$12K ﹤0.01%
364
880
$11K ﹤0.01%
202
881
$11K ﹤0.01%
360
882
$11K ﹤0.01%
341
883
$11K ﹤0.01%
860
884
$11K ﹤0.01%
234
885
$11K ﹤0.01%
766
886
$11K ﹤0.01%
240
887
$11K ﹤0.01%
145
888
$11K ﹤0.01%
1,361
889
$11K ﹤0.01%
380
890
$11K ﹤0.01%
340
891
$10K ﹤0.01%
769
892
$10K ﹤0.01%
178
893
$10K ﹤0.01%
459
894
$10K ﹤0.01%
116
895
$10K ﹤0.01%
1,399
896
$10K ﹤0.01%
313
897
$10K ﹤0.01%
292
898
$10K ﹤0.01%
159
899
$10K ﹤0.01%
614
900
$9K ﹤0.01%
222
34 35
36
37 38