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
1426
$1K ﹤0.01%
35
1427
$1K ﹤0.01%
+196
1428
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+15
1429
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47
1430
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41
1431
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57
1432
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9
1433
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+4
1434
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24
1435
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6
1436
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18
-32
1437
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1438
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1439
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8
1440
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47
1441
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33
-54
1442
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1443
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20
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1444
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1445
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50
1446
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43
+13
1447
$1K ﹤0.01%
9
+2
1448
$1K ﹤0.01%
35
1449
$1K ﹤0.01%
13
1450
$1K ﹤0.01%
5
56 57
58
59 60