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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$12K ﹤0.01%
+356
977
$12K ﹤0.01%
+132
978
$12K ﹤0.01%
+265
979
$12K ﹤0.01%
+194
980
$11K ﹤0.01%
341
981
$11K ﹤0.01%
1,030
982
$11K ﹤0.01%
+101
983
$11K ﹤0.01%
+456
984
$11K ﹤0.01%
150
985
$11K ﹤0.01%
+483
986
$11K ﹤0.01%
250
987
$11K ﹤0.01%
425
988
$11K ﹤0.01%
+156
989
$11K ﹤0.01%
+253
990
$11K ﹤0.01%
334
991
$11K ﹤0.01%
346
+205
992
$11K ﹤0.01%
200
993
$11K ﹤0.01%
464
994
$10K ﹤0.01%
+894
995
$10K ﹤0.01%
+119
996
$10K ﹤0.01%
+155
997
$10K ﹤0.01%
135
998
$10K ﹤0.01%
+119
999
$10K ﹤0.01%
310
1000
$10K ﹤0.01%
200
38 39
40
41 42