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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$9K ﹤0.01%
233
977
$9K ﹤0.01%
1,017
-500
978
$9K ﹤0.01%
177
979
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190
980
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+1,000
981
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118
982
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222
983
$8K ﹤0.01%
+167
984
$8K ﹤0.01%
697
985
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145
986
$8K ﹤0.01%
776
987
$8K ﹤0.01%
+302
988
$8K ﹤0.01%
150
-25
989
$8K ﹤0.01%
587
+200
990
$8K ﹤0.01%
445
+1
991
$8K ﹤0.01%
1,970
-3,250
992
$8K ﹤0.01%
75
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993
$8K ﹤0.01%
246
994
$8K ﹤0.01%
334
+258
995
$8K ﹤0.01%
88
996
$8K ﹤0.01%
58
997
$8K ﹤0.01%
105
998
$8K ﹤0.01%
464
999
$7K ﹤0.01%
270
1000
$7K ﹤0.01%
758
-54
38 39
40
41 42