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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$18K ﹤0.01%
1,303
977
$18K ﹤0.01%
1,900
+300
978
$18K ﹤0.01%
716
979
$18K ﹤0.01%
1,186
980
$18K ﹤0.01%
1,770
-11,654
981
$18K ﹤0.01%
1,125
982
$18K ﹤0.01%
1,736
983
$18K ﹤0.01%
+2,339
984
$18K ﹤0.01%
1,250
985
$18K ﹤0.01%
653
986
$18K ﹤0.01%
236
987
$17K ﹤0.01%
4,360
+3,953
988
$17K ﹤0.01%
+418
989
$17K ﹤0.01%
735
990
$17K ﹤0.01%
400
991
$17K ﹤0.01%
1,305
-491
992
$17K ﹤0.01%
1,650
993
$17K ﹤0.01%
+439
994
$17K ﹤0.01%
200
995
$17K ﹤0.01%
643
-499
996
$16K ﹤0.01%
+1,250
997
$16K ﹤0.01%
+368
998
$16K ﹤0.01%
521
999
$16K ﹤0.01%
+200
1000
$16K ﹤0.01%
600
38 39
40
41 42