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
$3.27B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,561
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.43M
3
+$6.6M
4
PM icon
Philip Morris
PM
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.38M

Top Sells

1
+$8.1M
2
+$6.76M
3
+$6.41M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.19M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.73M

Sector Composition

1 Financials 12.93%
2 Technology 11.66%
3 Healthcare 10.05%
4 Industrials 7.98%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
+35
1377
$1K ﹤0.01%
+10
1378
$1K ﹤0.01%
+106
1379
$1K ﹤0.01%
+22
1380
$1K ﹤0.01%
+60
1381
$1K ﹤0.01%
+65
1382
$1K ﹤0.01%
+33
1383
$1K ﹤0.01%
8
+2
1384
$1K ﹤0.01%
9
-11
1385
$1K ﹤0.01%
+163
1386
$1K ﹤0.01%
+97
1387
$1K ﹤0.01%
+27
1388
$1K ﹤0.01%
+39
1389
$1K ﹤0.01%
216
+111
1390
$1K ﹤0.01%
+19
1391
$1K ﹤0.01%
30
1392
$1K ﹤0.01%
37
1393
$1K ﹤0.01%
+33
1394
$1K ﹤0.01%
250
1395
$1K ﹤0.01%
16
+9
1396
$1K ﹤0.01%
+18
1397
$1K ﹤0.01%
100
1398
$1K ﹤0.01%
+11
1399
$1K ﹤0.01%
+30
1400
$1K ﹤0.01%
+32
54 55
56
57 58