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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$15.5M
3 +$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1 +$18.3M
2 +$16.6M
3 +$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$17K ﹤0.01%
594
1152
$17K ﹤0.01%
3,000
1153
$17K ﹤0.01%
+312
1154
$17K ﹤0.01%
150
+35
1155
$16.8K ﹤0.01%
105
-100
1156
$16.7K ﹤0.01%
186
-1,000
1157
$16.7K ﹤0.01%
324
1158
$16.7K ﹤0.01%
148
1159
$16.7K ﹤0.01%
1,259
1160
$16.7K ﹤0.01%
272
1161
$16.4K ﹤0.01%
398
1162
$16.4K ﹤0.01%
233
1163
$16.3K ﹤0.01%
1,631
1164
$16.3K ﹤0.01%
805
1165
$16.3K ﹤0.01%
500
1166
$16.3K ﹤0.01%
450
+279
1167
$16.1K ﹤0.01%
1,072
1168
$16.1K ﹤0.01%
290
1169
$16K ﹤0.01%
+377
1170
$15.9K ﹤0.01%
107
1171
$15.8K ﹤0.01%
294
1172
$15.6K ﹤0.01%
760
1173
$15.5K ﹤0.01%
719
1174
$15.5K ﹤0.01%
270
1175
$15.4K ﹤0.01%
178