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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$33K ﹤0.01%
2,011
-413
877
$32K ﹤0.01%
1,183
878
$32K ﹤0.01%
2,333
879
$32K ﹤0.01%
2,023
880
$32K ﹤0.01%
3,624
881
$32K ﹤0.01%
1,987
-1,158
882
$31K ﹤0.01%
11,218
883
$31K ﹤0.01%
253
884
$31K ﹤0.01%
222
885
$31K ﹤0.01%
1,183
886
$31K ﹤0.01%
3,053
-670
887
$31K ﹤0.01%
2,230
888
$31K ﹤0.01%
2,742
889
$31K ﹤0.01%
375
890
$31K ﹤0.01%
1,300
891
$31K ﹤0.01%
975
892
$30K ﹤0.01%
+1,243
893
$30K ﹤0.01%
+175
894
$30K ﹤0.01%
1,261
895
$30K ﹤0.01%
148
896
$30K ﹤0.01%
152
-6
897
$30K ﹤0.01%
1,016
898
$29K ﹤0.01%
2,240
899
$29K ﹤0.01%
608
900
$29K ﹤0.01%
730
34 35
36
37 38