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
$7.47B
AUM Growth
+$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.5M
3
+$14.7M
4
PM icon
Philip Morris
PM
+$11.6M
5
PNC icon
PNC Financial Services
PNC
+$11.1M

Top Sells

1
+$18.3M
2
+$16.6M
3
+$11.1M
4
CME icon
CME Group
CME
+$10.9M
5
KMI icon
Kinder Morgan
KMI
+$10.9M

Sector Composition

1 Technology 26.36%
2 Financials 11.4%
3 Healthcare 8.69%
4 Industrials 7.59%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$4.92K ﹤0.01%
31
1377
$4.88K ﹤0.01%
115
1378
$4.85K ﹤0.01%
260
+160
1379
$4.83K ﹤0.01%
29
-20
1380
$4.81K ﹤0.01%
11
+7
1381
$4.8K ﹤0.01%
259
1382
$4.79K ﹤0.01%
5,511
1383
$4.7K ﹤0.01%
19
1384
$4.68K ﹤0.01%
683
1385
$4.64K ﹤0.01%
505
1386
$4.56K ﹤0.01%
+81
1387
$4.5K ﹤0.01%
157
1388
$4.49K ﹤0.01%
106
1389
$4.48K ﹤0.01%
1,999
1390
$4.42K ﹤0.01%
240
1391
$4.35K ﹤0.01%
200
1392
$4.31K ﹤0.01%
45
-80
1393
$4.31K ﹤0.01%
341
1394
$4.29K ﹤0.01%
67
1395
$4.28K ﹤0.01%
90
1396
$4.21K ﹤0.01%
95
1397
$4.17K ﹤0.01%
224
-200
1398
$4.15K ﹤0.01%
159
1399
$4.12K ﹤0.01%
808
1400
$4.05K ﹤0.01%
458
54 55
56
57 58