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
$3.81B
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,677
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$7.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
ADBE icon
Adobe
ADBE
+$5.22M

Top Sells

1
+$9.27M
2
+$8.13M
3
+$6.67M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.55M

Sector Composition

1 Technology 13.68%
2 Financials 13.41%
3 Healthcare 9.94%
4 Industrials 7.27%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$3K ﹤0.01%
36
1302
$3K ﹤0.01%
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1303
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241
1304
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71
1305
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110
-3,250
1306
$3K ﹤0.01%
+28
1307
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356
1308
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1309
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62
1310
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+36
1311
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108
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1312
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187
-21
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+300
1314
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91
1315
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362
1316
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67
1317
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59
1318
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13
+6
1319
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375
1320
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50
1321
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70
1322
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52
1323
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157
+69
1324
$3K ﹤0.01%
+42
1325
$3K ﹤0.01%
839
51 52
53
54 55