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
1176
$15.4K ﹤0.01%
387
1177
$15.4K ﹤0.01%
600
1178
$15.3K ﹤0.01%
155
1179
$15.3K ﹤0.01%
48
+18
1180
$15.2K ﹤0.01%
101
+11
1181
$15.1K ﹤0.01%
360
1182
$15.1K ﹤0.01%
340
1183
$15K ﹤0.01%
524
1184
$15K ﹤0.01%
57
1185
$15K ﹤0.01%
822
1186
$15K ﹤0.01%
+312
1187
$14.9K ﹤0.01%
2,093
1188
$14.8K ﹤0.01%
334
1189
$14.7K ﹤0.01%
41
1190
$14.7K ﹤0.01%
312
1191
$14.7K ﹤0.01%
300
+225
1192
$14.6K ﹤0.01%
310
1193
$14.5K ﹤0.01%
144
1194
$14.5K ﹤0.01%
2,326
1195
$14.5K ﹤0.01%
1,049
1196
$14.4K ﹤0.01%
1,226
1197
$14.3K ﹤0.01%
741
1198
$14.3K ﹤0.01%
220
1199
$14.1K ﹤0.01%
90
1200
$14.1K ﹤0.01%
188
-64