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
$1.95B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,145
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.98M
3
+$2.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.63M
5
GLD icon
SPDR Gold Trust
GLD
+$2.42M

Top Sells

1
+$7.49M
2
+$6.71M
3
+$3.97M
4
GWR
Genesee & Wyoming Inc.
GWR
+$3.84M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M

Sector Composition

1 Industrials 11.38%
2 Healthcare 10.53%
3 Financials 9.65%
4 Energy 9.42%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
46
1027
$2K ﹤0.01%
411
1028
$2K ﹤0.01%
101
-17
1029
$2K ﹤0.01%
200
1030
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105
1031
$2K ﹤0.01%
+100
1032
$2K ﹤0.01%
204
1033
$2K ﹤0.01%
+210
1034
$2K ﹤0.01%
150
1035
$2K ﹤0.01%
150
1036
$2K ﹤0.01%
35
1037
$2K ﹤0.01%
48
1038
$2K ﹤0.01%
800
1039
$1K ﹤0.01%
+3
1040
$1K ﹤0.01%
207
1041
$1K ﹤0.01%
65
1042
$1K ﹤0.01%
100
1043
$1K ﹤0.01%
51
1044
$1K ﹤0.01%
55
1045
$1K ﹤0.01%
45
1046
$1K ﹤0.01%
10
1047
$1K ﹤0.01%
25
1048
$1K ﹤0.01%
75
1049
$1K ﹤0.01%
14
1050
$1K ﹤0.01%
25
40 41
42
43 44