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
1251
$10.9K ﹤0.01%
130
1252
$10.9K ﹤0.01%
112
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$10.8K ﹤0.01%
235
1254
$10.7K ﹤0.01%
473
+95
1255
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-862
1256
$10.5K ﹤0.01%
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1257
$10.3K ﹤0.01%
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523
1259
$10.3K ﹤0.01%
307
1260
$10.1K ﹤0.01%
690
1261
$10.1K ﹤0.01%
+733
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$10.1K ﹤0.01%
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1263
$9.93K ﹤0.01%
+195
1264
$9.9K ﹤0.01%
36
1265
$9.73K ﹤0.01%
516
1266
$9.64K ﹤0.01%
+105
1267
$9.59K ﹤0.01%
310
1268
$9.57K ﹤0.01%
71
-6,105
1269
$9.55K ﹤0.01%
56
1270
$9.54K ﹤0.01%
130
1271
$9.45K ﹤0.01%
282
1272
$9.45K ﹤0.01%
+53
1273
$9.26K ﹤0.01%
163
1274
$9.23K ﹤0.01%
+225
1275
$9.23K ﹤0.01%
653