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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.43M
3
+$6.6M
4
PM icon
Philip Morris
PM
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.38M

Top Sells

1
+$8.1M
2
+$6.76M
3
+$6.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.19M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.73M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$2K ﹤0.01%
71
1202
$2K ﹤0.01%
41
1203
$2K ﹤0.01%
67
1204
$2K ﹤0.01%
110
1205
$2K ﹤0.01%
55
1206
$2K ﹤0.01%
51
+22
1207
$2K ﹤0.01%
105
1208
$2K ﹤0.01%
200
1209
$2K ﹤0.01%
+57
1210
$2K ﹤0.01%
+68
1211
$2K ﹤0.01%
57
-1,225
1212
$2K ﹤0.01%
75
1213
$2K ﹤0.01%
30
-8
1214
$2K ﹤0.01%
60
1215
$2K ﹤0.01%
62
+42
1216
$2K ﹤0.01%
170
1217
$2K ﹤0.01%
117
-40
1218
$2K ﹤0.01%
78
1219
$2K ﹤0.01%
175
1220
$2K ﹤0.01%
100
1221
$2K ﹤0.01%
59
1222
$2K ﹤0.01%
40
1223
$2K ﹤0.01%
189
1224
$2K ﹤0.01%
151
+71
1225
$2K ﹤0.01%
112
-1,848
47 48
49
50 51