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
1026
$9K ﹤0.01%
+98
1027
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275
1028
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1029
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1030
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1031
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1034
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1035
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1036
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1,051
1038
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1039
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162
+80
1040
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1041
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1043
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1044
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1045
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1,163
+259
1046
$8K ﹤0.01%
626
1047
$8K ﹤0.01%
1,065
1048
$8K ﹤0.01%
150
1049
$8K ﹤0.01%
+88
1050
$8K ﹤0.01%
+104