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
976
$39.3K ﹤0.01%
444
977
$39.1K ﹤0.01%
405
978
$39K ﹤0.01%
1,500
979
$38.9K ﹤0.01%
296
980
$38.7K ﹤0.01%
488
-234
981
$38.6K ﹤0.01%
1,261
982
$38.3K ﹤0.01%
174
983
$38.2K ﹤0.01%
30
984
$37.8K ﹤0.01%
668
985
$37.6K ﹤0.01%
346
986
$37.3K ﹤0.01%
215
987
$36K ﹤0.01%
889
-124
988
$35.5K ﹤0.01%
600
989
$35.5K ﹤0.01%
492
+210
990
$35.3K ﹤0.01%
135
-3
991
$34.7K ﹤0.01%
1,029
992
$34.5K ﹤0.01%
1,250
993
$34.5K ﹤0.01%
258
+38
994
$34K ﹤0.01%
1,780
-314
995
$33.7K ﹤0.01%
210
996
$33.6K ﹤0.01%
3,665
997
$33.5K ﹤0.01%
1,159
998
$33.2K ﹤0.01%
1,300
999
$33.2K ﹤0.01%
154
+4
1000
$32.9K ﹤0.01%
399
38 39
40
41 42