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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$6.12M
3 +$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1 +$14.1M
2 +$5.26M
3 +$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$4K ﹤0.01%
+93
1202
$4K ﹤0.01%
100
1203
$4K ﹤0.01%
70
1204
$4K ﹤0.01%
+289
1205
$4K ﹤0.01%
+41
1206
$4K ﹤0.01%
110
1207
$4K ﹤0.01%
610
1208
$4K ﹤0.01%
150
1209
$3K ﹤0.01%
199
1210
$3K ﹤0.01%
338
-6
1211
$3K ﹤0.01%
201
1212
$3K ﹤0.01%
+144
1213
$3K ﹤0.01%
+96
1214
$3K ﹤0.01%
+44
1215
$3K ﹤0.01%
53
1216
$3K ﹤0.01%
110
1217
$3K ﹤0.01%
87
1218
$3K ﹤0.01%
+99
1219
$3K ﹤0.01%
+95
1220
$3K ﹤0.01%
38
1221
$3K ﹤0.01%
157
1222
$3K ﹤0.01%
+803
1223
$3K ﹤0.01%
13
1224
$3K ﹤0.01%
+116
1225
$3K ﹤0.01%
+115