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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$21K ﹤0.01%
+296
952
$20K ﹤0.01%
+1,000
953
$20K ﹤0.01%
1,874
-13,938
954
$20K ﹤0.01%
729
+491
955
$20K ﹤0.01%
277
956
$20K ﹤0.01%
+909
957
$19K ﹤0.01%
+260
958
$19K ﹤0.01%
993
-7,264
959
$19K ﹤0.01%
+600
960
$19K ﹤0.01%
+1,597
961
$19K ﹤0.01%
605
962
$19K ﹤0.01%
+2,516
963
$19K ﹤0.01%
380
964
$19K ﹤0.01%
+1,525
965
$19K ﹤0.01%
+319
966
$19K ﹤0.01%
200
967
$19K ﹤0.01%
207
968
$19K ﹤0.01%
+1,440
969
$19K ﹤0.01%
+734
970
$19K ﹤0.01%
+1,400
971
$18K ﹤0.01%
1,983
972
$18K ﹤0.01%
832
973
$18K ﹤0.01%
405
974
$18K ﹤0.01%
205
975
$18K ﹤0.01%
360
37 38
39
40 41