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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$17K ﹤0.01%
+635
927
$16K ﹤0.01%
180
+5
928
$16K ﹤0.01%
600
929
$16K ﹤0.01%
356
+115
930
$16K ﹤0.01%
250
+218
931
$16K ﹤0.01%
465
+25
932
$16K ﹤0.01%
1,491
+19
933
$16K ﹤0.01%
1,289
+1,100
934
$16K ﹤0.01%
138
+63
935
$16K ﹤0.01%
+190
936
$15K ﹤0.01%
462
937
$15K ﹤0.01%
300
938
$15K ﹤0.01%
1,215
+61
939
$15K ﹤0.01%
252
940
$15K ﹤0.01%
207
941
$15K ﹤0.01%
105
942
$15K ﹤0.01%
1,000
943
$15K ﹤0.01%
293
944
$14K ﹤0.01%
200
945
$14K ﹤0.01%
+612
946
$14K ﹤0.01%
319
947
$14K ﹤0.01%
98
948
$14K ﹤0.01%
121
949
$14K ﹤0.01%
1,750
950
$14K ﹤0.01%
568
36 37
38
39 40