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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$11K ﹤0.01%
136
952
$11K ﹤0.01%
5,800
953
$11K ﹤0.01%
524
954
$11K ﹤0.01%
190
955
$11K ﹤0.01%
393
-834
956
$11K ﹤0.01%
1,215
957
$11K ﹤0.01%
+254
958
$10K ﹤0.01%
200
959
$10K ﹤0.01%
1,030
960
$10K ﹤0.01%
219
961
$10K ﹤0.01%
240
962
$10K ﹤0.01%
3,545
-5,449
963
$10K ﹤0.01%
180
964
$10K ﹤0.01%
+230
965
$10K ﹤0.01%
115
966
$10K ﹤0.01%
458
967
$10K ﹤0.01%
1,768
968
$10K ﹤0.01%
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-45
969
$9K ﹤0.01%
341
970
$9K ﹤0.01%
360
971
$9K ﹤0.01%
310
972
$9K ﹤0.01%
250
973
$9K ﹤0.01%
231
974
$9K ﹤0.01%
+306
975
$9K ﹤0.01%
145
37 38
39
40 41