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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.1M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1
+$139M
2
+$38.5M
3
+$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$40K ﹤0.01%
+1,349
902
$40K ﹤0.01%
3,085
903
$40K ﹤0.01%
500
904
$39K ﹤0.01%
300
905
$39K ﹤0.01%
2,000
906
$39K ﹤0.01%
+1,701
907
$39K ﹤0.01%
+655
908
$39K ﹤0.01%
1,500
909
$38K ﹤0.01%
1,200
+600
910
$38K ﹤0.01%
400
911
$38K ﹤0.01%
662
912
$38K ﹤0.01%
99
913
$38K ﹤0.01%
1,016
914
$37K ﹤0.01%
270
+170
915
$37K ﹤0.01%
+1,338
916
$37K ﹤0.01%
5,000
917
$37K ﹤0.01%
+2,063
918
$37K ﹤0.01%
+336
919
$36K ﹤0.01%
2,055
-716
920
$36K ﹤0.01%
1,800
921
$35K ﹤0.01%
1,148
922
$35K ﹤0.01%
730
923
$35K ﹤0.01%
817
924
$35K ﹤0.01%
450
925
$34K ﹤0.01%
735
-37
35 36
37
38 39