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
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61 62
63
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