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
1276
$4K ﹤0.01%
15
1277
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232
1278
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1280
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1281
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1283
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95
1284
$3K ﹤0.01%
338
1285
$3K ﹤0.01%
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1286
$3K ﹤0.01%
2,163
1287
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150
1290
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123
-229
1291
$3K ﹤0.01%
699
-633
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$3K ﹤0.01%
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45
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489
-93
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$3K ﹤0.01%
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+80
1297
$3K ﹤0.01%
220
1298
$3K ﹤0.01%
53
1299
$3K ﹤0.01%
145
1300
$3K ﹤0.01%
8
50 51
52
53 54