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%
+352
1127
$2K ﹤0.01%
82
-500
1128
$2K ﹤0.01%
50
1129
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71
1130
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67
1131
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76
1132
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+32
1133
$2K ﹤0.01%
49
1134
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72
-6
1135
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125
-75
1136
$2K ﹤0.01%
60
1137
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25
1138
$2K ﹤0.01%
+35
1139
$2K ﹤0.01%
24
-631
1140
$2K ﹤0.01%
353
-43
1141
$2K ﹤0.01%
+140
1142
$2K ﹤0.01%
+65
1143
$2K ﹤0.01%
1,450
1144
$2K ﹤0.01%
80
1145
$1K ﹤0.01%
145
1146
$1K ﹤0.01%
65
1147
$1K ﹤0.01%
32
1148
$1K ﹤0.01%
100
1149
$1K ﹤0.01%
50
1150
$1K ﹤0.01%
55
44 45
46
47 48