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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.69%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$5K ﹤0.01%
49
1252
$5K ﹤0.01%
107
1253
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77
1254
$5K ﹤0.01%
56
+16
1255
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+20
1256
$5K ﹤0.01%
117
1257
$5K ﹤0.01%
506
-3,640
1258
$5K ﹤0.01%
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1259
$4K ﹤0.01%
186
1260
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102
1261
$4K ﹤0.01%
3
1262
$4K ﹤0.01%
37
1263
$4K ﹤0.01%
338
1264
$4K ﹤0.01%
144
1265
$4K ﹤0.01%
2,462
1266
$4K ﹤0.01%
114
1267
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50
1268
$4K ﹤0.01%
67
1269
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4
1270
$4K ﹤0.01%
+195
1271
$4K ﹤0.01%
149
1272
$4K ﹤0.01%
100
1273
$4K ﹤0.01%
45
1274
$4K ﹤0.01%
159
1275
$4K ﹤0.01%
75
49 50
51
52 53