WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.5M
3
+$14.1M
4
BA icon
Boeing
BA
+$13M
5
CAT icon
Caterpillar
CAT
+$9.83M

Top Sells

1
+$129M
2
+$38.5M
3
+$9.92M
4
FRC
First Republic Bank
FRC
+$8.33M
5
CSCO icon
Cisco
CSCO
+$8.1M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$30K ﹤0.01%
1,000
952
$30K ﹤0.01%
716
953
$30K ﹤0.01%
190
+47
954
$30K ﹤0.01%
199
955
$30K ﹤0.01%
1,181
-664
956
$30K ﹤0.01%
1,303
957
$30K ﹤0.01%
316
-45
958
$30K ﹤0.01%
1,729
959
$30K ﹤0.01%
10
-8
960
$29K ﹤0.01%
520
961
$29K ﹤0.01%
1,150
-82
962
$29K ﹤0.01%
219
+145
963
$29K ﹤0.01%
101
964
$29K ﹤0.01%
1,000
965
$28K ﹤0.01%
953
966
$28K ﹤0.01%
2,878
-12
967
$28K ﹤0.01%
125
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968
$28K ﹤0.01%
500
969
$28K ﹤0.01%
5,196
+678
970
$28K ﹤0.01%
+185
971
$28K ﹤0.01%
1,159
972
$27K ﹤0.01%
610
973
$27K ﹤0.01%
55
-14
974
$27K ﹤0.01%
517
975
$27K ﹤0.01%
313
37 38
39
40 41