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
1276
$1K ﹤0.01%
216
+111
1277
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+19
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1279
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1280
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1281
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43
+23
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37
1285
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1286
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44
1287
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+189
1288
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+12
1289
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+4
1290
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+13
1291
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+23
1292
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+28
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16
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1295
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1296
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140
1297
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65
1298
$1K ﹤0.01%
60
1299
$1K ﹤0.01%
11
1300
$1K ﹤0.01%
+3
50 51
52
53 54