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
$5.15B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,564
New
Increased
Reduced
Closed

Top Buys

1 +$48M
2 +$18.2M
3 +$14.8M
4
EOG icon
EOG Resources
EOG
+$9.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.41M

Top Sells

1 +$17.8M
2 +$16.5M
3 +$15.7M
4
CAT icon
Caterpillar
CAT
+$12.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.12M

Sector Composition

1 Technology 16.37%
2 Financials 11.95%
3 Industrials 9.28%
4 Healthcare 9.24%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$7K ﹤0.01%
199
+83
1302
$7K ﹤0.01%
+200
1303
$7K ﹤0.01%
+1,500
1304
$7K ﹤0.01%
+50
1305
$7K ﹤0.01%
175
1306
$7K ﹤0.01%
50
-50
1307
$7K ﹤0.01%
46
1308
$7K ﹤0.01%
253
1309
$7K ﹤0.01%
155
1310
$7K ﹤0.01%
+2,164
1311
$7K ﹤0.01%
137
+30
1312
$7K ﹤0.01%
375
1313
$7K ﹤0.01%
+33
1314
$7K ﹤0.01%
366
1315
$7K ﹤0.01%
124
1316
$7K ﹤0.01%
145
1317
$6K ﹤0.01%
625
1318
$6K ﹤0.01%
200
1319
$6K ﹤0.01%
248
1320
$6K ﹤0.01%
200
1321
$6K ﹤0.01%
100
1322
$6K ﹤0.01%
57
1323
$6K ﹤0.01%
124
1324
$6K ﹤0.01%
168
1325
$6K ﹤0.01%
482
-7