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
1376
$2K ﹤0.01%
40
1377
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90
-200
1378
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66
-132
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150
-276
1380
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596
1381
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42
1382
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72
1383
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1384
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+68
1385
$2K ﹤0.01%
123
1386
$2K ﹤0.01%
82
1387
$2K ﹤0.01%
+18
1388
$2K ﹤0.01%
42
+31
1389
$2K ﹤0.01%
+43
1390
$2K ﹤0.01%
161
1391
$2K ﹤0.01%
14
1392
$2K ﹤0.01%
186
1393
$2K ﹤0.01%
65
1394
$2K ﹤0.01%
150
-2,300
1395
$2K ﹤0.01%
102
1396
$2K ﹤0.01%
49
1397
$2K ﹤0.01%
140
1398
$2K ﹤0.01%
39
1399
$2K ﹤0.01%
+43
1400
$2K ﹤0.01%
25
54 55
56
57 58