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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$43K ﹤0.01%
2,881
+300
877
$43K ﹤0.01%
1,608
+1,082
878
$43K ﹤0.01%
4,000
879
$43K ﹤0.01%
261
+132
880
$43K ﹤0.01%
1,966
881
$43K ﹤0.01%
3,000
882
$42K ﹤0.01%
1,120
+20
883
$42K ﹤0.01%
315
+2
884
$42K ﹤0.01%
1,000
885
$41K ﹤0.01%
2,466
886
$41K ﹤0.01%
122
+73
887
$41K ﹤0.01%
308
+211
888
$41K ﹤0.01%
1,903
+55
889
$41K ﹤0.01%
1,300
890
$40K ﹤0.01%
803
891
$40K ﹤0.01%
375
892
$40K ﹤0.01%
1,275
+14
893
$40K ﹤0.01%
1,026
-779
894
$40K ﹤0.01%
1,443
+1,215
895
$40K ﹤0.01%
1,236
+489
896
$39K ﹤0.01%
3,085
897
$39K ﹤0.01%
2,096
-3,967
898
$39K ﹤0.01%
1,500
899
$38K ﹤0.01%
1,000
900
$38K ﹤0.01%
375
34 35
36
37 38