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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
1,123
1227
$5K ﹤0.01%
72
+22
1228
$5K ﹤0.01%
700
1229
$5K ﹤0.01%
218
1230
$5K ﹤0.01%
402
1231
$5K ﹤0.01%
116
1232
$5K ﹤0.01%
67
1233
$5K ﹤0.01%
100
1234
$5K ﹤0.01%
248
1235
$5K ﹤0.01%
489
1236
$5K ﹤0.01%
172
+88
1237
$5K ﹤0.01%
+43
1238
$5K ﹤0.01%
175
1239
$5K ﹤0.01%
62
-38
1240
$5K ﹤0.01%
100
-70
1241
$5K ﹤0.01%
226
+4
1242
$5K ﹤0.01%
+51
1243
$5K ﹤0.01%
124
1244
$5K ﹤0.01%
163
1245
$5K ﹤0.01%
375
1246
$5K ﹤0.01%
115
-87
1247
$5K ﹤0.01%
66
1248
$5K ﹤0.01%
39
+28
1249
$5K ﹤0.01%
89
+36
1250
$5K ﹤0.01%
145
48 49
50
51 52