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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$30K ﹤0.01%
203
+37
952
$29K ﹤0.01%
1,012
953
$29K ﹤0.01%
535
+280
954
$29K ﹤0.01%
190
955
$29K ﹤0.01%
+663
956
$29K ﹤0.01%
2,023
957
$29K ﹤0.01%
1,000
958
$29K ﹤0.01%
271
-25
959
$29K ﹤0.01%
148
960
$28K ﹤0.01%
1,395
961
$28K ﹤0.01%
2,890
-3,947
962
$28K ﹤0.01%
2,292
963
$27K ﹤0.01%
1,986
964
$27K ﹤0.01%
99
+77
965
$27K ﹤0.01%
369
966
$27K ﹤0.01%
838
+7
967
$27K ﹤0.01%
5,300
968
$27K ﹤0.01%
250
-215
969
$27K ﹤0.01%
1,688
970
$26K ﹤0.01%
592
-50
971
$26K ﹤0.01%
1,338
972
$26K ﹤0.01%
6,914
+5,000
973
$26K ﹤0.01%
1,373
974
$26K ﹤0.01%
188
975
$25K ﹤0.01%
1,374
37 38
39
40 41