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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$18K ﹤0.01%
863
977
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335
978
$18K ﹤0.01%
1,539
979
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792
980
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1,000
981
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+377
982
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526
-1,984
983
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610
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984
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393
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985
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986
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195
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38
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989
$17K ﹤0.01%
281
990
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400
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994
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997
$17K ﹤0.01%
150
998
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313
999
$16K ﹤0.01%
100
-100
1000
$16K ﹤0.01%
350
38 39
40
41 42