WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$11.8M
2
+$6.21M
3
+$6.15M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.23M
5
ADBE icon
Adobe
ADBE
+$4.66M

Top Sells

1
+$8.2M
2
+$7.85M
3
+$5.87M
4
CELG
Celgene Corp
CELG
+$5.77M
5
CRM icon
Salesforce
CRM
+$4.39M

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
1326
$3K ﹤0.01%
140
1327
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+17
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24
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1331
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84
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839
1334
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1335
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+625
1336
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1338
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1339
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237
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1340
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55
1341
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1342
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17
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1343
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1344
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1345
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52
+23
1346
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44
1347
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32
1348
$2K ﹤0.01%
74
+49
1349
$2K ﹤0.01%
119
1350
$2K ﹤0.01%
349
52 53
54
55 56