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
$5.15B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,564
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$18.2M
3
+$14.8M
4
EOG icon
EOG Resources
EOG
+$9.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.41M

Top Sells

1
+$17.8M
2
+$16.5M
3
+$15.7M
4
CAT icon
Caterpillar
CAT
+$12.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.12M

Sector Composition

1 Technology 16.37%
2 Financials 11.95%
3 Industrials 9.28%
4 Healthcare 9.24%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$2K ﹤0.01%
31
-66
1452
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1453
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1454
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+35
1456
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1457
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+53
1458
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1459
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1460
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1461
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1462
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926
+54
1464
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1465
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625
-625
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+190
1467
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1471
$1K ﹤0.01%
+8
1472
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55
1473
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265
1474
$1K ﹤0.01%
+37
1475
$1K ﹤0.01%
35
57 58
59
60 61