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
1251
$5K ﹤0.01%
289
1252
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365
1253
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640
1254
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1255
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2,000
1256
$5K ﹤0.01%
299
1257
$4K ﹤0.01%
40
1258
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698
+349
1259
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268
+134
1260
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200
1261
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501
1262
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116
1263
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524
1264
$4K ﹤0.01%
457
-1,357
1265
$4K ﹤0.01%
45
1266
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251
1267
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100
1268
$4K ﹤0.01%
700
1269
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1270
$4K ﹤0.01%
375
1271
$4K ﹤0.01%
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1272
$4K ﹤0.01%
100
1273
$4K ﹤0.01%
24
-9
1274
$4K ﹤0.01%
52
1275
$4K ﹤0.01%
50
49 50
51
52 53