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
426
$208K 0.01%
+7,880
427
$203K 0.01%
+4,528
428
$201K 0.01%
+8,535
429
$198K 0.01%
+6,328
430
$195K 0.01%
+2,500
431
$194K 0.01%
+4,255
432
$194K 0.01%
+5,114
433
$194K 0.01%
+5,746
434
$189K 0.01%
+5,400
435
$189K 0.01%
+4,318
436
$189K 0.01%
+3,579
437
$187K 0.01%
+4,596
438
$186K 0.01%
+5,352
439
$186K 0.01%
+1,000
440
$184K 0.01%
+2,675
441
$181K 0.01%
+2,758
442
$180K 0.01%
+4,500
443
$178K 0.01%
+4,872
444
$177K 0.01%
+1,980
445
$175K 0.01%
+4,881
446
$175K 0.01%
+8,260
447
$175K 0.01%
+10,256
448
$171K 0.01%
+7,009
449
$171K 0.01%
+1,665
450
$171K 0.01%
+4,250
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