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
1301
$1K ﹤0.01%
23
1302
$1K ﹤0.01%
36
1303
$1K ﹤0.01%
7
+3
1304
$1K ﹤0.01%
+21
1305
$1K ﹤0.01%
+42
1306
$1K ﹤0.01%
52
-5,868
1307
$1K ﹤0.01%
+50
1308
$1K ﹤0.01%
+33
1309
$1K ﹤0.01%
55
-1,018
1310
$1K ﹤0.01%
+32
1311
$1K ﹤0.01%
+15
1312
$1K ﹤0.01%
161
1313
$1K ﹤0.01%
+17
1314
$1K ﹤0.01%
+14
1315
$1K ﹤0.01%
+13
1316
$1K ﹤0.01%
+68
1317
$1K ﹤0.01%
250
1318
$1K ﹤0.01%
+18
1319
$1K ﹤0.01%
100
1320
$1K ﹤0.01%
+11
1321
$1K ﹤0.01%
+85
1322
$1K ﹤0.01%
+12
1323
$1K ﹤0.01%
+6
1324
$1K ﹤0.01%
+37
1325
$1K ﹤0.01%
+37
51 52
53
54 55