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
1451
$2.11K ﹤0.01%
100
1452
$2.11K ﹤0.01%
360
1453
$2.02K ﹤0.01%
+17
1454
$1.99K ﹤0.01%
83
-144
1455
$1.95K ﹤0.01%
+67
1456
$1.92K ﹤0.01%
301
+184
1457
$1.84K ﹤0.01%
36
-311
1458
$1.8K ﹤0.01%
38
1459
$1.79K ﹤0.01%
35
1460
$1.74K ﹤0.01%
213
-37
1461
$1.74K ﹤0.01%
100
1462
$1.69K ﹤0.01%
100
1463
$1.69K ﹤0.01%
23
1464
$1.67K ﹤0.01%
+75
1465
$1.66K ﹤0.01%
113
1466
$1.65K ﹤0.01%
19
1467
$1.63K ﹤0.01%
200
1468
$1.59K ﹤0.01%
202
1469
$1.58K ﹤0.01%
63
1470
$1.54K ﹤0.01%
21
1471
$1.48K ﹤0.01%
72
-2,400
1472
$1.45K ﹤0.01%
+15
1473
$1.45K ﹤0.01%
+12
1474
$1.44K ﹤0.01%
65
1475
$1.44K ﹤0.01%
421
57 58
59
60 61