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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$26.1M
3
+$15.5M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$11.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$10M

Top Sells

1
+$16M
2
+$5.75M
3
+$5.6M
4
BTI icon
British American Tobacco
BTI
+$4.99M
5
LRCX icon
Lam Research
LRCX
+$4.94M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$3K ﹤0.01%
362
1227
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+150
1228
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25
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1230
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1231
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1233
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1234
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44
-230
1235
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41
1236
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480
-2,923
1237
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1239
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105
1240
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75
1241
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38
1242
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+60
1243
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+150
1244
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170
1245
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157
1246
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13
1247
$2K ﹤0.01%
3
1248
$2K ﹤0.01%
78
1249
$2K ﹤0.01%
362
1250
$2K ﹤0.01%
59
48 49
50
51 52