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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$2K ﹤0.01%
73
1302
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88
1303
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120
-1
1304
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105
1305
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41
1306
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31
1307
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+149
1308
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253
1309
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186
1310
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144
1311
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1,688
1312
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139
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1313
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625
1314
$1K ﹤0.01%
+3,550
1315
$1K ﹤0.01%
29
1316
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119
1317
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36
1318
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+30
1319
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100
1320
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241
1321
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78
1322
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102
-353
1323
$1K ﹤0.01%
55
1324
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265
1325
$1K ﹤0.01%
91
-6,360
51 52
53
54 55