WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.5M
3
+$14.1M
4
BA icon
Boeing
BA
+$13M
5
CAT icon
Caterpillar
CAT
+$9.83M

Top Sells

1
+$129M
2
+$38.5M
3
+$9.92M
4
FRC
First Republic Bank
FRC
+$8.33M
5
CSCO icon
Cisco
CSCO
+$8.1M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$8K ﹤0.01%
100
1177
$8K ﹤0.01%
494
-45,630
1178
$8K ﹤0.01%
359
1179
$8K ﹤0.01%
356
1180
$8K ﹤0.01%
690
1181
$8K ﹤0.01%
360
1182
$8K ﹤0.01%
75
1183
$8K ﹤0.01%
50
-50
1184
$8K ﹤0.01%
969
1185
$8K ﹤0.01%
88
1186
$8K ﹤0.01%
520
1187
$8K ﹤0.01%
285
1188
$8K ﹤0.01%
117
-39
1189
$8K ﹤0.01%
252
-3
1190
$7K ﹤0.01%
432
1191
$7K ﹤0.01%
948
-218
1192
$7K ﹤0.01%
180
1193
$7K ﹤0.01%
1,065
1194
$7K ﹤0.01%
51
1195
$7K ﹤0.01%
139
1196
$7K ﹤0.01%
20
1197
$7K ﹤0.01%
86
1198
$7K ﹤0.01%
366
1199
$7K ﹤0.01%
124
1200
$7K ﹤0.01%
161
46 47
48
49 50