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
401
$240K 0.01%
+5,259
402
$239K 0.01%
+2,818
403
$238K 0.01%
+8,000
404
$238K 0.01%
+3,906
405
$238K 0.01%
+2,450
406
$236K 0.01%
+8,400
407
$236K 0.01%
+5,443
408
$236K 0.01%
+7,713
409
$234K 0.01%
+4,300
410
$231K 0.01%
+57,720
411
$231K 0.01%
+15,712
412
$227K 0.01%
+4,714
413
$224K 0.01%
+6,270
414
$222K 0.01%
+5,835
415
$221K 0.01%
+6,770
416
$219K 0.01%
+4,555
417
$217K 0.01%
+5,200
418
$216K 0.01%
+1,993
419
$215K 0.01%
+2,500
420
$215K 0.01%
+5,413
421
$214K 0.01%
+1,439
422
$211K 0.01%
+3,075
423
$211K 0.01%
+1,911
424
$209K 0.01%
+2,480
425
$209K 0.01%
+4,370
15 16
17
18 19