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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$17K ﹤0.01%
1,148
-990
1052
$17K ﹤0.01%
792
1053
$17K ﹤0.01%
385
1054
$17K ﹤0.01%
100
1055
$17K ﹤0.01%
247
-50
1056
$17K ﹤0.01%
+1,515
1057
$17K ﹤0.01%
64
+1
1058
$17K ﹤0.01%
278
-16
1059
$17K ﹤0.01%
421
1060
$17K ﹤0.01%
873
1061
$17K ﹤0.01%
296
1062
$16K ﹤0.01%
333
1063
$16K ﹤0.01%
600
1064
$16K ﹤0.01%
500
1065
$16K ﹤0.01%
+261
1066
$16K ﹤0.01%
281
+1
1067
$16K ﹤0.01%
+281
1068
$16K ﹤0.01%
170
1069
$16K ﹤0.01%
293
1070
$16K ﹤0.01%
440
-1,382
1071
$16K ﹤0.01%
195
1072
$16K ﹤0.01%
38
1073
$15K ﹤0.01%
434
1074
$15K ﹤0.01%
137
1075
$15K ﹤0.01%
600
41 42
43
44 45