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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1
+$18.3M
2
+$16.6M
3
+$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$67.3K ﹤0.01%
1,900
877
$67.3K ﹤0.01%
447
-276
878
$67.1K ﹤0.01%
1,713
879
$66.5K ﹤0.01%
456
+40
880
$66.2K ﹤0.01%
325
-4
881
$65.9K ﹤0.01%
695
882
$65.7K ﹤0.01%
1,295
+295
883
$64.5K ﹤0.01%
2,279
884
$64.2K ﹤0.01%
561
+2
885
$63.9K ﹤0.01%
531
886
$63.8K ﹤0.01%
2,777
-296
887
$63.1K ﹤0.01%
1,533
888
$62.2K ﹤0.01%
2,027
889
$61.2K ﹤0.01%
138
890
$60.7K ﹤0.01%
3,344
891
$60.6K ﹤0.01%
1,550
892
$60K ﹤0.01%
2,625
893
$60K ﹤0.01%
2,979
894
$59.7K ﹤0.01%
800
895
$58.7K ﹤0.01%
1,560
896
$58.3K ﹤0.01%
625
897
$58K ﹤0.01%
2,087
898
$57.8K ﹤0.01%
325
899
$57.6K ﹤0.01%
1,000
900
$57.4K ﹤0.01%
705
34 35
36
37 38