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
$2.1B
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,136
New
Increased
Reduced
Closed

Top Buys

1 +$5.43M
2 +$5.06M
3 +$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.56M
5
WFM
Whole Foods Market Inc
WFM
+$3.27M

Top Sells

1 +$6.28M
2 +$4.76M
3 +$3.66M
4
APA icon
APA Corp
APA
+$3.59M
5
XLNX
Xilinx Inc
XLNX
+$3.41M

Sector Composition

1 Healthcare 10.99%
2 Industrials 10.24%
3 Financials 10.09%
4 Technology 9.66%
5 Consumer Staples 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$6K ﹤0.01%
600
927
$6K ﹤0.01%
305
928
$6K ﹤0.01%
265
929
$6K ﹤0.01%
135
930
$6K ﹤0.01%
231
931
$6K ﹤0.01%
240
932
$6K ﹤0.01%
445
933
$6K ﹤0.01%
75
934
$6K ﹤0.01%
814
935
$6K ﹤0.01%
75
936
$6K ﹤0.01%
66
937
$6K ﹤0.01%
+205
938
$6K ﹤0.01%
200
-950
939
$6K ﹤0.01%
100
940
$6K ﹤0.01%
176
-210
941
$6K ﹤0.01%
200
942
$6K ﹤0.01%
223
943
$6K ﹤0.01%
222
944
$5K ﹤0.01%
305
945
$5K ﹤0.01%
+585
946
$5K ﹤0.01%
120
947
$5K ﹤0.01%
125
948
$5K ﹤0.01%
+516
949
$5K ﹤0.01%
258
950
$5K ﹤0.01%
63