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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$11K ﹤0.01%
2,500
1052
$11K ﹤0.01%
440
-1,048
1053
$11K ﹤0.01%
909
1054
$11K ﹤0.01%
428
1055
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124
1056
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177
1057
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55
1058
$11K ﹤0.01%
+788
1059
$11K ﹤0.01%
903
1060
$11K ﹤0.01%
1,250
1061
$10K ﹤0.01%
+400
1062
$10K ﹤0.01%
3,665
1063
$10K ﹤0.01%
518
1064
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148
1065
$10K ﹤0.01%
110
1066
$10K ﹤0.01%
187
1067
$10K ﹤0.01%
333
1068
$10K ﹤0.01%
100
1069
$10K ﹤0.01%
441
1070
$10K ﹤0.01%
500
1071
$10K ﹤0.01%
1,795
1072
$10K ﹤0.01%
334
1073
$10K ﹤0.01%
325
1074
$10K ﹤0.01%
754
1075
$10K ﹤0.01%
177
41 42
43
44 45