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
1126
$6K ﹤0.01%
76
+8
1127
$6K ﹤0.01%
+64
1128
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+191
1129
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+131
1130
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385
1131
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+24
1133
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+112
1134
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+198
1135
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+264
1136
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369
1137
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1138
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197
1139
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1140
$5K ﹤0.01%
+63
1141
$5K ﹤0.01%
328
1142
$5K ﹤0.01%
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1143
$5K ﹤0.01%
+829
1144
$5K ﹤0.01%
409
1145
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140
1146
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260
1147
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+72
1148
$5K ﹤0.01%
+232
1149
$5K ﹤0.01%
106
1150
$5K ﹤0.01%
+163