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
$3.21B
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1 +$7.54M
2 +$4.71M
3 +$4.28M
4
IQV icon
IQVIA
IQV
+$4.03M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.88M

Top Sells

1 +$10.4M
2 +$9.6M
3 +$7.91M
4
VR
Validus Hold Ltd
VR
+$4.06M
5
CERN
Cerner Corp
CERN
+$3.91M

Sector Composition

1 Financials 14.04%
2 Technology 11.34%
3 Healthcare 9.49%
4 Industrials 8.58%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$6K ﹤0.01%
381
1102
$6K ﹤0.01%
50
+35
1103
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1104
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1105
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1106
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600
1107
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1108
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1109
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1110
$5K ﹤0.01%
170
1111
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1112
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1113
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1114
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1115
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1116
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1117
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1118
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1119
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1120
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75
1121
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1122
$5K ﹤0.01%
77
1123
$5K ﹤0.01%
612
1124
$5K ﹤0.01%
106
1125
$5K ﹤0.01%
141