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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$15.5M
3 +$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1 +$18.3M
2 +$16.6M
3 +$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$12.4K ﹤0.01%
192
1227
$12.4K ﹤0.01%
550
1228
$12.4K ﹤0.01%
395
-63,466
1229
$12.4K ﹤0.01%
201
1230
$12.3K ﹤0.01%
62
1231
$12.3K ﹤0.01%
+437
1232
$12.2K ﹤0.01%
+318
1233
$12.1K ﹤0.01%
725
1234
$12.1K ﹤0.01%
356
1235
$12.1K ﹤0.01%
638
1236
$12K ﹤0.01%
196
1237
$12K ﹤0.01%
159
-240
1238
$11.9K ﹤0.01%
401
1239
$11.9K ﹤0.01%
317
1240
$11.9K ﹤0.01%
140
1241
$11.6K ﹤0.01%
693
1242
$11.6K ﹤0.01%
415
1243
$11.5K ﹤0.01%
253
+1
1244
$11.5K ﹤0.01%
355
+238
1245
$11.5K ﹤0.01%
137
1246
$11.5K ﹤0.01%
479
+66
1247
$11.4K ﹤0.01%
175
1248
$11.2K ﹤0.01%
+500
1249
$11.2K ﹤0.01%
188
1250
$11.1K ﹤0.01%
332