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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.1M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1
+$139M
2
+$38.5M
3
+$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$17K ﹤0.01%
100
1077
$17K ﹤0.01%
231
1078
$17K ﹤0.01%
41
-3
1079
$17K ﹤0.01%
350
1080
$17K ﹤0.01%
15
1081
$17K ﹤0.01%
186
1082
$17K ﹤0.01%
909
1083
$17K ﹤0.01%
+37
1084
$17K ﹤0.01%
1,441
-3,500
1085
$16K ﹤0.01%
1,000
1086
$16K ﹤0.01%
1,114
-1,033
1087
$16K ﹤0.01%
1,400
+700
1088
$16K ﹤0.01%
435
1089
$16K ﹤0.01%
380
+6
1090
$16K ﹤0.01%
374
1091
$16K ﹤0.01%
436
1092
$16K ﹤0.01%
226
-9
1093
$16K ﹤0.01%
489
-9
1094
$16K ﹤0.01%
1,237
1095
$15K ﹤0.01%
200
1096
$15K ﹤0.01%
3,665
1097
$15K ﹤0.01%
160
1098
$15K ﹤0.01%
198
1099
$15K ﹤0.01%
1,699
1100
$15K ﹤0.01%
508
-17
42 43
44
45 46