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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.43M
3
+$6.6M
4
PM icon
Philip Morris
PM
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.38M

Top Sells

1
+$8.1M
2
+$6.76M
3
+$6.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.19M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.73M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$3K ﹤0.01%
20
1177
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23
+10
1178
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1179
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362
1180
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1181
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1182
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1183
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1184
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+294
1185
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596
+316
1186
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62
1187
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1188
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40
-21
1189
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1190
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+50
1191
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100
1192
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1193
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1194
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1195
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+78
1196
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396
-3,964
1197
$2K ﹤0.01%
25
1198
$2K ﹤0.01%
40
1199
$2K ﹤0.01%
+43
1200
$2K ﹤0.01%
44
46 47
48
49 50