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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$31K ﹤0.01%
458
877
$31K ﹤0.01%
+3,000
878
$31K ﹤0.01%
1,000
879
$31K ﹤0.01%
291
+116
880
$31K ﹤0.01%
375
881
$31K ﹤0.01%
737
+556
882
$30K ﹤0.01%
687
883
$30K ﹤0.01%
531
+181
884
$30K ﹤0.01%
630
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885
$30K ﹤0.01%
+1,960
886
$30K ﹤0.01%
1,000
887
$29K ﹤0.01%
2,708
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888
$29K ﹤0.01%
+1,000
889
$29K ﹤0.01%
1,162
890
$29K ﹤0.01%
1,000
891
$28K ﹤0.01%
289
+156
892
$28K ﹤0.01%
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893
$28K ﹤0.01%
910
894
$28K ﹤0.01%
120
895
$28K ﹤0.01%
1,669
-187
896
$28K ﹤0.01%
4,061
897
$27K ﹤0.01%
332
898
$27K ﹤0.01%
400
899
$27K ﹤0.01%
700
900
$27K ﹤0.01%
401
+126
34 35
36
37 38