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
1351
$2K ﹤0.01%
36
1352
$2K ﹤0.01%
+5
1353
$2K ﹤0.01%
41
1354
$2K ﹤0.01%
102
1355
$2K ﹤0.01%
55
1356
$2K ﹤0.01%
151
-1,378
1357
$2K ﹤0.01%
50
-100
1358
$2K ﹤0.01%
55
+43
1359
$2K ﹤0.01%
27
1360
$2K ﹤0.01%
75
1361
$2K ﹤0.01%
30
1362
$2K ﹤0.01%
60
1363
$2K ﹤0.01%
97
1364
$2K ﹤0.01%
62
1365
$2K ﹤0.01%
25
1366
$2K ﹤0.01%
170
1367
$2K ﹤0.01%
17
+3
1368
$2K ﹤0.01%
32
1369
$2K ﹤0.01%
31
1370
$2K ﹤0.01%
23
1371
$2K ﹤0.01%
22
1372
$2K ﹤0.01%
33
1373
$2K ﹤0.01%
32
1374
$2K ﹤0.01%
100
1375
$2K ﹤0.01%
94
53 54
55
56 57