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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55.2M
3
+$47.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$33.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$378K 0.02%
+10,252
352
$376K 0.02%
+6,025
353
$375K 0.02%
+10,290
354
$374K 0.02%
+7,470
355
$372K 0.02%
+12,490
356
$361K 0.02%
+6,600
357
$356K 0.02%
+7,400
358
$353K 0.02%
+22,840
359
$350K 0.02%
+6,906
360
$344K 0.02%
+7,115
361
$343K 0.02%
+4,832
362
$334K 0.02%
+7,440
363
$332K 0.02%
+8,692
364
$332K 0.02%
+7,303
365
$331K 0.02%
+15,440
366
$328K 0.02%
+2,935
367
$322K 0.02%
+14,634
368
$322K 0.02%
+3,900
369
$322K 0.02%
+4,341
370
$319K 0.02%
+11,192
371
$317K 0.02%
+8,065
372
$309K 0.02%
+4,950
373
$309K 0.02%
+7,721
374
$309K 0.02%
+2,108
375
$302K 0.02%
+5,165
13 14
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