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
1001
$10K ﹤0.01%
231
1002
$10K ﹤0.01%
92
+72
1003
$10K ﹤0.01%
1,914
1004
$10K ﹤0.01%
431
1005
$10K ﹤0.01%
+66
1006
$10K ﹤0.01%
1,125
1007
$10K ﹤0.01%
163
+152
1008
$10K ﹤0.01%
200
1009
$10K ﹤0.01%
+48
1010
$10K ﹤0.01%
1,000
1011
$10K ﹤0.01%
10,304
1012
$9K ﹤0.01%
+227
1013
$9K ﹤0.01%
+143
1014
$9K ﹤0.01%
133
1015
$9K ﹤0.01%
145
1016
$9K ﹤0.01%
700
1017
$9K ﹤0.01%
362
1018
$9K ﹤0.01%
+1,160
1019
$9K ﹤0.01%
+149
1020
$9K ﹤0.01%
375
-18,110
1021
$9K ﹤0.01%
+76
1022
$9K ﹤0.01%
+225
1023
$9K ﹤0.01%
+42
1024
$9K ﹤0.01%
384
+167
1025
$9K ﹤0.01%
205
+169
39 40
41
42 43