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
$1.95B
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,123
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.24M
3
+$4.58M
4
PRU icon
Prudential Financial
PRU
+$4.26M
5
CAH icon
Cardinal Health
CAH
+$3.04M

Top Sells

1
+$5.51M
2
+$5.17M
3
+$5.02M
4
CSCO icon
Cisco
CSCO
+$2.7M
5
AXP icon
American Express
AXP
+$2.5M

Sector Composition

1 Industrials 11.14%
2 Healthcare 10.81%
3 Financials 9.69%
4 Consumer Staples 9.02%
5 Energy 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$258K 0.01%
6,770
402
$258K 0.01%
4,555
403
$257K 0.01%
5,986
-1,000
404
$257K 0.01%
4,370
405
$256K 0.01%
7,529
+2,669
406
$255K 0.01%
3,075
407
$254K 0.01%
17,777
-2,625
408
$254K 0.01%
17,305
409
$253K 0.01%
10,800
410
$249K 0.01%
17,225
411
$248K 0.01%
4,417
+35
412
$247K 0.01%
3,761
-471
413
$247K 0.01%
8,600
-100
414
$246K 0.01%
1,873
+760
415
$244K 0.01%
2,450
416
$238K 0.01%
3,579
417
$233K 0.01%
6,840
-226
418
$232K 0.01%
2,985
419
$230K 0.01%
5,229
420
$229K 0.01%
9,225
421
$229K 0.01%
3,802
+287
422
$229K 0.01%
5,746
423
$227K 0.01%
15,712
424
$227K 0.01%
3,896
425
$226K 0.01%
4,657
+1,890
15 16
17
18 19