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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.1M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1
+$139M
2
+$38.5M
3
+$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

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%
199
952
$30K ﹤0.01%
1,181
-664
953
$30K ﹤0.01%
1,303
954
$30K ﹤0.01%
1,000
955
$30K ﹤0.01%
716
956
$30K ﹤0.01%
316
-45
957
$30K ﹤0.01%
1,729
958
$30K ﹤0.01%
10
-8
959
$30K ﹤0.01%
190
+47
960
$29K ﹤0.01%
219
+145
961
$29K ﹤0.01%
520
962
$29K ﹤0.01%
1,150
-82
963
$29K ﹤0.01%
101
964
$29K ﹤0.01%
1,000
965
$28K ﹤0.01%
1,159
966
$28K ﹤0.01%
953
967
$28K ﹤0.01%
2,878
-12
968
$28K ﹤0.01%
125
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969
$28K ﹤0.01%
500
970
$28K ﹤0.01%
5,196
+678
971
$28K ﹤0.01%
+185
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$27K ﹤0.01%
504
973
$27K ﹤0.01%
262
974
$27K ﹤0.01%
191
975
$27K ﹤0.01%
610
37 38
39
40 41