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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$5K ﹤0.01%
115
1052
$5K ﹤0.01%
321
-876
1053
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129
1054
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+200
1055
$4K ﹤0.01%
54
1056
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453
-192
1057
$4K ﹤0.01%
+369
1058
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260
1059
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200
1060
$4K ﹤0.01%
750
1061
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106
1062
$4K ﹤0.01%
1,126
-308
1063
$4K ﹤0.01%
600
1064
$4K ﹤0.01%
+878
1065
$4K ﹤0.01%
300
-7,570
1066
$4K ﹤0.01%
220
-3
1067
$4K ﹤0.01%
70
-560
1068
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100
1069
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100
1070
$4K ﹤0.01%
217
1071
$4K ﹤0.01%
141
+62
1072
$4K ﹤0.01%
345
1073
$4K ﹤0.01%
101
1074
$4K ﹤0.01%
81
1075
$4K ﹤0.01%
100
41 42
43
44 45