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 13.69%
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
$3K ﹤0.01%
+17
1328
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24
+4
1329
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50
1330
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41
1331
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84
+8
1332
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115
+22
1333
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+28
1334
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255
-15
1335
$3K ﹤0.01%
+208
1336
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839
1337
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237
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1338
$3K ﹤0.01%
551
1339
$3K ﹤0.01%
55
1340
$3K ﹤0.01%
+625
1341
$2K ﹤0.01%
84
1342
$2K ﹤0.01%
+15
1343
$2K ﹤0.01%
52
+23
1344
$2K ﹤0.01%
44
1345
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32
1346
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74
+49
1347
$2K ﹤0.01%
40
1348
$2K ﹤0.01%
119
1349
$2K ﹤0.01%
349
1350
$2K ﹤0.01%
134
52 53
54
55 56