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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$15.5M
3 +$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1 +$18.3M
2 +$16.6M
3 +$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$43K ﹤0.01%
230
952
$42.9K ﹤0.01%
620
953
$42K ﹤0.01%
396
+292
954
$41.9K ﹤0.01%
805
955
$41.8K ﹤0.01%
192
956
$41.7K ﹤0.01%
665
+4
957
$41.7K ﹤0.01%
+632
958
$41.6K ﹤0.01%
157
959
$41.5K ﹤0.01%
154
960
$41.1K ﹤0.01%
1,517
+288
961
$41.1K ﹤0.01%
198
962
$41.1K ﹤0.01%
213
+26
963
$41K ﹤0.01%
890
964
$40.9K ﹤0.01%
2,625
965
$40.7K ﹤0.01%
785
966
$40.5K ﹤0.01%
328
967
$40.5K ﹤0.01%
321
968
$40.2K ﹤0.01%
280
969
$40.1K ﹤0.01%
2,957
970
$40.1K ﹤0.01%
373
971
$39.9K ﹤0.01%
999
-62
972
$39.5K ﹤0.01%
+1,116
973
$39.5K ﹤0.01%
475
974
$39.5K ﹤0.01%
890
975
$39.4K ﹤0.01%
887