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
$4.68B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$16.1M
3 +$15.3M
4
BA icon
Boeing
BA
+$14.4M
5
CAT icon
Caterpillar
CAT
+$10.5M

Top Sells

1 +$139M
2 +$38.5M
3 +$10.1M
4
CSCO icon
Cisco
CSCO
+$8.82M
5
FRC
First Republic Bank
FRC
+$8.33M

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%
113
1227
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279
1228
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1231
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1,250
+625
1232
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36
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1234
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50
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1236
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1238
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1239
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-4
1240
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372
1241
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57
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1244
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+92
1245
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115
1247
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107
1248
$5K ﹤0.01%
513
1249
$5K ﹤0.01%
77
1250
$5K ﹤0.01%
375