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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$8K ﹤0.01%
174
-89
1177
$8K ﹤0.01%
658
1178
$8K ﹤0.01%
198
1179
$7K ﹤0.01%
124
1180
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1181
$7K ﹤0.01%
557
1182
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180
1183
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1184
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380
-150
1185
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80
+18
1186
$7K ﹤0.01%
97
1187
$7K ﹤0.01%
64
+28
1188
$7K ﹤0.01%
269
1189
$7K ﹤0.01%
578
-89
1190
$7K ﹤0.01%
90
-75
1191
$7K ﹤0.01%
+198
1192
$7K ﹤0.01%
226
1193
$7K ﹤0.01%
289
1194
$7K ﹤0.01%
365
1195
$7K ﹤0.01%
334
1196
$7K ﹤0.01%
115
1197
$7K ﹤0.01%
156
+50
1198
$7K ﹤0.01%
270
1199
$7K ﹤0.01%
6,075
1200
$6K ﹤0.01%
200
46 47
48
49 50