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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$19K ﹤0.01%
2,162
-64
877
$19K ﹤0.01%
208
-12
878
$18K ﹤0.01%
175
879
$18K ﹤0.01%
+2,745
880
$18K ﹤0.01%
1,625
881
$18K ﹤0.01%
280
882
$18K ﹤0.01%
1,488
+1,299
883
$18K ﹤0.01%
520
-4
884
$18K ﹤0.01%
284
885
$18K ﹤0.01%
1,131
886
$18K ﹤0.01%
1,736
+5
887
$18K ﹤0.01%
698
888
$18K ﹤0.01%
1,973
889
$17K ﹤0.01%
1,835
890
$17K ﹤0.01%
3,392
-1,637
891
$17K ﹤0.01%
+985
892
$17K ﹤0.01%
300
893
$17K ﹤0.01%
161
894
$17K ﹤0.01%
+1,125
895
$17K ﹤0.01%
2,500
896
$16K ﹤0.01%
350
897
$16K ﹤0.01%
180
898
$16K ﹤0.01%
175
899
$16K ﹤0.01%
2,214
+1,400
900
$16K ﹤0.01%
4,050
34 35
36
37 38