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
901
$38K ﹤0.01%
1,201
+183
902
$38K ﹤0.01%
910
903
$38K ﹤0.01%
103
+3
904
$38K ﹤0.01%
2,233
905
$38K ﹤0.01%
2,192
906
$38K ﹤0.01%
1,062
907
$38K ﹤0.01%
2,000
908
$38K ﹤0.01%
3,000
909
$37K ﹤0.01%
435
910
$37K ﹤0.01%
1,162
911
$37K ﹤0.01%
1,729
-3,973
912
$37K ﹤0.01%
1,390
-18
913
$36K ﹤0.01%
460
914
$36K ﹤0.01%
3,000
915
$35K ﹤0.01%
792
+10
916
$35K ﹤0.01%
272
-70
917
$35K ﹤0.01%
105
918
$34K ﹤0.01%
1,159
-15
919
$34K ﹤0.01%
922
920
$34K ﹤0.01%
718
-85
921
$34K ﹤0.01%
3,398
-402
922
$34K ﹤0.01%
2,260
-220
923
$34K ﹤0.01%
730
924
$34K ﹤0.01%
2,502
+709
925
$33K ﹤0.01%
2,560
+320
35 36
37
38 39