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
1426
$3.04K ﹤0.01%
+371
1427
$2.98K ﹤0.01%
70
1428
$2.93K ﹤0.01%
30
1429
$2.81K ﹤0.01%
920
1430
$2.8K ﹤0.01%
150
1431
$2.77K ﹤0.01%
60
1432
$2.72K ﹤0.01%
290
1433
$2.72K ﹤0.01%
200
1434
$2.67K ﹤0.01%
25
1435
$2.67K ﹤0.01%
508
1436
$2.59K ﹤0.01%
1,262
1437
$2.54K ﹤0.01%
413
1438
$2.42K ﹤0.01%
201
1439
$2.39K ﹤0.01%
34
1440
$2.39K ﹤0.01%
68
+26
1441
$2.38K ﹤0.01%
+10
1442
$2.38K ﹤0.01%
80
-8,739
1443
$2.33K ﹤0.01%
289
1444
$2.31K ﹤0.01%
+11
1445
$2.26K ﹤0.01%
105
-44
1446
$2.26K ﹤0.01%
40
1447
$2.22K ﹤0.01%
141
1448
$2.21K ﹤0.01%
20
-2,362
1449
$2.19K ﹤0.01%
+25
1450
$2.17K ﹤0.01%
165
56 57
58
59 60