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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.1M
3
+$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1
+$139M
2
+$38.5M
3
+$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

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%
359
1177
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626
1178
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356
1179
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1180
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360
1181
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1182
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50
-50
1183
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1184
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1185
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1186
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1187
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1190
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1191
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948
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1193
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1,065
1194
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34
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1196
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51
1197
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1198
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155
1199
$7K ﹤0.01%
20
1200
$7K ﹤0.01%
86
46 47
48
49 50