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
1276
$9.17K ﹤0.01%
400
1277
$9.14K ﹤0.01%
+465
1278
$9.08K ﹤0.01%
126
1279
$9.07K ﹤0.01%
100
1280
$8.98K ﹤0.01%
+168
1281
$8.88K ﹤0.01%
+228
1282
$8.71K ﹤0.01%
197
1283
$8.68K ﹤0.01%
30
-25
1284
$8.61K ﹤0.01%
604
1285
$8.59K ﹤0.01%
+200
1286
$8.58K ﹤0.01%
291
+33
1287
$8.57K ﹤0.01%
214
1288
$8.57K ﹤0.01%
357
1289
$8.54K ﹤0.01%
175
1290
$8.49K ﹤0.01%
79
1291
$8.48K ﹤0.01%
81
-169
1292
$8.45K ﹤0.01%
107
1293
$8.4K ﹤0.01%
200
1294
$8.4K ﹤0.01%
498
1295
$8.29K ﹤0.01%
78
1296
$8.29K ﹤0.01%
134
-36
1297
$8.26K ﹤0.01%
198
1298
$8.24K ﹤0.01%
585
-5
1299
$8.19K ﹤0.01%
193
1300
$8.08K ﹤0.01%
150
50 51
52
53 54