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
1226
$2K ﹤0.01%
+136
1227
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+88
1228
$2K ﹤0.01%
335
1229
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50
1230
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24
1231
$2K ﹤0.01%
+4
1232
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123
1233
$2K ﹤0.01%
15
1234
$2K ﹤0.01%
105
1235
$2K ﹤0.01%
+219
1236
$2K ﹤0.01%
+381
1237
$2K ﹤0.01%
+56
1238
$2K ﹤0.01%
872
+55
1239
$2K ﹤0.01%
+39
1240
$2K ﹤0.01%
103
+43
1241
$2K ﹤0.01%
+75
1242
$2K ﹤0.01%
+40
1243
$2K ﹤0.01%
32
1244
$2K ﹤0.01%
155
1245
$2K ﹤0.01%
+100
1246
$1K ﹤0.01%
+19
1247
$1K ﹤0.01%
93
1248
$1K ﹤0.01%
+23
1249
$1K ﹤0.01%
20
-531
1250
$1K ﹤0.01%
+19
48 49
50
51 52