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
476
$141K 0.01%
+1,275
477
$140K 0.01%
+4,400
478
$140K 0.01%
+2,900
479
$138K 0.01%
+6,452
480
$138K 0.01%
+1,900
481
$137K 0.01%
+7,240
482
$135K 0.01%
+1,001
483
$134K 0.01%
+2,810
484
$134K 0.01%
+10,212
485
$134K 0.01%
+6,186
486
$133K 0.01%
+2,786
487
$133K 0.01%
+7,069
488
$132K 0.01%
+1,766
489
$131K 0.01%
+3,854
490
$130K 0.01%
+6,550
491
$130K 0.01%
+12,934
492
$129K 0.01%
+8,622
493
$127K 0.01%
+5,828
494
$127K 0.01%
+4,971
495
$126K 0.01%
+2,100
496
$124K 0.01%
+7,254
497
$122K 0.01%
+1,905
498
$122K 0.01%
+7,000
499
$122K 0.01%
+16,362
500
$122K 0.01%
+3,677
18 19
20
21 22