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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.43M
3
+$6.6M
4
PM icon
Philip Morris
PM
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.38M

Top Sells

1
+$8.1M
2
+$6.76M
3
+$6.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.19M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.73M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1K ﹤0.01%
+32
1252
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50
1253
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+56
1254
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65
1255
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+8
1256
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+35
1257
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+10
1258
$1K ﹤0.01%
+106
1259
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+22
1260
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+60
1261
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+65
1262
$1K ﹤0.01%
+33
1263
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8
+2
1264
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9
-11
1265
$1K ﹤0.01%
104
1266
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+66
1267
$1K ﹤0.01%
+20
1268
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52
1269
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500
1270
$1K ﹤0.01%
+7
1271
$1K ﹤0.01%
+1,000
1272
$1K ﹤0.01%
+163
1273
$1K ﹤0.01%
+97
1274
$1K ﹤0.01%
+27
1275
$1K ﹤0.01%
+39
49 50
51
52 53