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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$15.5M
3 +$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1 +$18.3M
2 +$16.6M
3 +$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$22.9K ﹤0.01%
991
-254
1077
$22.8K ﹤0.01%
+760
1078
$22.5K ﹤0.01%
899
-299
1079
$22.4K ﹤0.01%
229
1080
$22.4K ﹤0.01%
280
1081
$22.3K ﹤0.01%
505
1082
$22.1K ﹤0.01%
289
1083
$22.1K ﹤0.01%
273
-1,894
1084
$22.1K ﹤0.01%
128
1085
$21.9K ﹤0.01%
306
1086
$21.9K ﹤0.01%
120
1087
$21.7K ﹤0.01%
63
1088
$21.6K ﹤0.01%
109
1089
$21.5K ﹤0.01%
251
1090
$21.5K ﹤0.01%
505
1091
$21.4K ﹤0.01%
424
1092
$21.4K ﹤0.01%
1,828
1093
$21.3K ﹤0.01%
420
+174
1094
$21.1K ﹤0.01%
692
1095
$21K ﹤0.01%
115
1096
$21K ﹤0.01%
115
1097
$21K ﹤0.01%
161
+39
1098
$20.9K ﹤0.01%
229
1099
$20.5K ﹤0.01%
554
-458
1100
$20.4K ﹤0.01%
108