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
$3.6B
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,581
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$8.14M
3
+$7.31M
4
SPGI icon
S&P Global
SPGI
+$6.84M
5
CME icon
CME Group
CME
+$5.63M

Top Sells

1
+$16.8M
2
+$10.9M
3
+$8.78M
4
AGN
Allergan plc
AGN
+$8.11M
5
BA icon
Boeing
BA
+$7.97M

Sector Composition

1 Technology 17.36%
2 Financials 11.62%
3 Healthcare 10.19%
4 Consumer Discretionary 8.18%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
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1477
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1478
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1479
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$0 ﹤0.01%
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1481
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1482
$0 ﹤0.01%
47
1483
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1484
$0 ﹤0.01%
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1485
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1486
$0 ﹤0.01%
1
1487
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1488
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-20
1489
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-534
1490
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$0 ﹤0.01%
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1494
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1495
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1496
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-1,065
1498
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1499
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-42
1500
$0 ﹤0.01%
4
58 59
60
61 62