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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$22K ﹤0.01%
2,374
952
$22K ﹤0.01%
301
953
$21K ﹤0.01%
1,000
954
$21K ﹤0.01%
405
955
$21K ﹤0.01%
597
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956
$21K ﹤0.01%
247
-5,000
957
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2,260
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959
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207
961
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962
$20K ﹤0.01%
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$19K ﹤0.01%
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$19K ﹤0.01%
1,150
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966
$19K ﹤0.01%
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968
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$19K ﹤0.01%
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674
972
$19K ﹤0.01%
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400
974
$19K ﹤0.01%
+1,000
975
$18K ﹤0.01%
206
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37 38
39
40 41