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
1276
$2K ﹤0.01%
150
1277
$2K ﹤0.01%
60
1278
$2K ﹤0.01%
96
+1
1279
$2K ﹤0.01%
+29
1280
$2K ﹤0.01%
105
1281
$2K ﹤0.01%
255
1282
$2K ﹤0.01%
45
1283
$2K ﹤0.01%
67
1284
$2K ﹤0.01%
112
+15
1285
$2K ﹤0.01%
56
+6
1286
$2K ﹤0.01%
+155
1287
$1K ﹤0.01%
75
1288
$1K ﹤0.01%
+149
1289
$1K ﹤0.01%
+114
1290
$1K ﹤0.01%
400
-608
1291
$1K ﹤0.01%
28
1292
$1K ﹤0.01%
+39
1293
$1K ﹤0.01%
11
1294
$1K ﹤0.01%
+5
1295
$1K ﹤0.01%
+161
1296
$1K ﹤0.01%
100
1297
$1K ﹤0.01%
50
1298
$1K ﹤0.01%
+1
1299
$1K ﹤0.01%
29
1300
$1K ﹤0.01%
7
50 51
52
53 54