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
$2.48B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,426
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$6.12M
3
+$4.11M
4
AGN
Allergan plc
AGN
+$4.09M
5
DIS icon
Walt Disney
DIS
+$3.87M

Top Sells

1
+$14.1M
2
+$5.26M
3
+$3.46M
4
MCK icon
McKesson
MCK
+$3M
5
JPM icon
JPMorgan Chase
JPM
+$2.81M

Sector Composition

1 Financials 11.37%
2 Healthcare 10.54%
3 Technology 9.69%
4 Industrials 8.95%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
+155
1252
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207
1253
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+460
1254
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65
1255
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50
1256
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+53
1257
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18
1258
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+171
1259
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+484
1260
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67
1261
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55
1262
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+95
1263
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+120
1264
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25
1265
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36
-80
1266
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32
1267
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+45
1268
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48
1269
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24
1270
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140
1271
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153
-593
1272
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+29
1273
$2K ﹤0.01%
150
1274
$2K ﹤0.01%
60
1275
$2K ﹤0.01%
96
+1
49 50
51
52 53