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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1 +$9.47M
2 +$8.14M
3 +$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1 +$16.8M
2 +$10.9M
3 +$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$6K ﹤0.01%
640
1152
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117
1153
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+250
1154
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1156
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1157
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100
-37
1158
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100
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1160
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626
1161
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356
1162
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5,800
1163
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1164
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1165
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226
1166
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+525
1167
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1169
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167
1170
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69
1171
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2,099
1172
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77
1173
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102
1174
$5K ﹤0.01%
516
-2,717
1175
$5K ﹤0.01%
230