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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$6.12M
3 +$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1 +$14.1M
2 +$5.26M
3 +$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$6K ﹤0.01%
+129
1102
$6K ﹤0.01%
+151
1103
$6K ﹤0.01%
+169
1104
$6K ﹤0.01%
+14
1105
$6K ﹤0.01%
5,800
1106
$6K ﹤0.01%
+122
1107
$6K ﹤0.01%
+95
1108
$6K ﹤0.01%
+424
1109
$6K ﹤0.01%
+73
1110
$6K ﹤0.01%
200
1111
$6K ﹤0.01%
+148
1112
$6K ﹤0.01%
+115
1113
$6K ﹤0.01%
580
+500
1114
$6K ﹤0.01%
254
-36
1115
$6K ﹤0.01%
+184
1116
$6K ﹤0.01%
+94
1117
$6K ﹤0.01%
66
1118
$6K ﹤0.01%
+190
1119
$6K ﹤0.01%
+246
1120
$6K ﹤0.01%
200
1121
$6K ﹤0.01%
+90
1122
$6K ﹤0.01%
+40
1123
$6K ﹤0.01%
101
1124
$6K ﹤0.01%
230
1125
$6K ﹤0.01%
230
-17,940