WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.5M
3
+$14.1M
4
BA icon
Boeing
BA
+$13M
5
CAT icon
Caterpillar
CAT
+$9.83M

Top Sells

1
+$129M
2
+$38.5M
3
+$9.92M
4
FRC
First Republic Bank
FRC
+$8.33M
5
CSCO icon
Cisco
CSCO
+$8.1M

Sector Composition

1 Technology 17.29%
2 Financials 12%
3 Healthcare 9.78%
4 Industrials 9.35%
5 Consumer Discretionary 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
347
-38
1227
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168
1228
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1229
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1230
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1231
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381
1232
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1233
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50
1234
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1235
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1236
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1237
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1238
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222
-4
1239
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372
1240
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57
-94
1241
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1242
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1244
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+92
1245
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1246
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1247
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640
1248
$5K ﹤0.01%
107
1249
$5K ﹤0.01%
513
1250
$5K ﹤0.01%
77
48 49
50
51 52