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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$11K ﹤0.01%
1,000
1077
$11K ﹤0.01%
+95
1078
$11K ﹤0.01%
+175
1079
$11K ﹤0.01%
225
1080
$11K ﹤0.01%
170
1081
$11K ﹤0.01%
4,256
1082
$11K ﹤0.01%
+63
1083
$11K ﹤0.01%
520
1084
$11K ﹤0.01%
+43
1085
$11K ﹤0.01%
482
1086
$11K ﹤0.01%
2,000
1087
$11K ﹤0.01%
1,000
1088
$10K ﹤0.01%
568
1089
$10K ﹤0.01%
310
1090
$10K ﹤0.01%
134
+124
1091
$10K ﹤0.01%
154
1092
$10K ﹤0.01%
420
1093
$10K ﹤0.01%
1,370
1094
$10K ﹤0.01%
1,609
1095
$10K ﹤0.01%
334
-2,900
1096
$10K ﹤0.01%
89
1097
$10K ﹤0.01%
128
+7
1098
$10K ﹤0.01%
200
1099
$10K ﹤0.01%
+357
1100
$10K ﹤0.01%
557
42 43
44
45 46