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
State Street Consumer Discretionary Select Sector SPDR ETF
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
1301
$1K ﹤0.01%
+11
1302
$1K ﹤0.01%
+14
1303
$1K ﹤0.01%
265
1304
$1K ﹤0.01%
+12
1305
$1K ﹤0.01%
+44
1306
$1K ﹤0.01%
+111
1307
$1K ﹤0.01%
+27
1308
$1K ﹤0.01%
+47
1309
$1K ﹤0.01%
+45
1310
$1K ﹤0.01%
+8
1311
$1K ﹤0.01%
+47
1312
$1K ﹤0.01%
+15
1313
$1K ﹤0.01%
+33
1314
$1K ﹤0.01%
+25
1315
$1K ﹤0.01%
50
1316
$1K ﹤0.01%
+30
1317
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44
1318
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15
+2
1319
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+6
1320
$1K ﹤0.01%
+13
1321
$1K ﹤0.01%
+58
1322
$1K ﹤0.01%
+5
1323
$1K ﹤0.01%
+38
1324
$1K ﹤0.01%
+22
1325
$1K ﹤0.01%
28
51 52
53
54 55