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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$6.19M
4
AMGN icon
Amgen
AMGN
+$5.98M
5
BHI
Baker Hughes
BHI
+$5.91M

Top Sells

1
+$7M
2
+$6.8M
3
+$6.41M
4
IBM icon
IBM
IBM
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.38M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2K ﹤0.01%
+35
1127
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34
1128
$2K ﹤0.01%
24
-631
1129
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353
-43
1130
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+140
1131
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25
1132
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58
-113
1133
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1134
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12
1135
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105
1136
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+122
1137
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68
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198
1139
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78
1140
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185
-265
1141
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+151
1142
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+65
1143
$2K ﹤0.01%
1,450
1144
$2K ﹤0.01%
80
1145
$1K ﹤0.01%
55
1146
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40
1147
$1K ﹤0.01%
113
1148
$1K ﹤0.01%
+10
1149
$1K ﹤0.01%
17
1150
$1K ﹤0.01%
150
44 45
46
47 48