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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$22K ﹤0.01%
+650
877
$21K ﹤0.01%
5,300
878
$21K ﹤0.01%
1,983
879
$21K ﹤0.01%
365
880
$21K ﹤0.01%
3,545
881
$21K ﹤0.01%
716
882
$21K ﹤0.01%
738
-210
883
$21K ﹤0.01%
526
884
$21K ﹤0.01%
1,789
+53
885
$21K ﹤0.01%
113
+33
886
$21K ﹤0.01%
400
887
$20K ﹤0.01%
+574
888
$20K ﹤0.01%
630
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889
$20K ﹤0.01%
1,135
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890
$20K ﹤0.01%
218
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891
$20K ﹤0.01%
141
892
$20K ﹤0.01%
280
893
$20K ﹤0.01%
450
894
$20K ﹤0.01%
882
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895
$19K ﹤0.01%
1,000
896
$19K ﹤0.01%
+4,550
897
$19K ﹤0.01%
350
898
$19K ﹤0.01%
600
899
$19K ﹤0.01%
145
+139
900
$19K ﹤0.01%
1,131
34 35
36
37 38