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
1401
$4.04K ﹤0.01%
241
1402
$4.03K ﹤0.01%
+75
1403
$4.02K ﹤0.01%
35
-138
1404
$3.9K ﹤0.01%
262
-19
1405
$3.88K ﹤0.01%
100
1406
$3.79K ﹤0.01%
55
1407
$3.71K ﹤0.01%
30
1408
$3.69K ﹤0.01%
234
1409
$3.68K ﹤0.01%
261
1410
$3.66K ﹤0.01%
15
1411
$3.64K ﹤0.01%
144
1412
$3.61K ﹤0.01%
50
1413
$3.54K ﹤0.01%
110
1414
$3.53K ﹤0.01%
22
1415
$3.51K ﹤0.01%
100
1416
$3.47K ﹤0.01%
+552
1417
$3.45K ﹤0.01%
77
1418
$3.44K ﹤0.01%
199
1419
$3.36K ﹤0.01%
78
1420
$3.3K ﹤0.01%
35
1421
$3.15K ﹤0.01%
75
1422
$3.1K ﹤0.01%
510
1423
$3.06K ﹤0.01%
88
1424
$3.06K ﹤0.01%
+132
1425
$3.06K ﹤0.01%
104
55 56
57
58 59