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
476
$151K 0.01%
4,794
-3,538
477
$149K 0.01%
6,006
478
$149K 0.01%
2,100
479
$147K 0.01%
7,222
-534
480
$145K 0.01%
5,120
-708
481
$143K 0.01%
1,659
+25
482
$143K 0.01%
5,375
-50
483
$142K 0.01%
4,400
484
$142K 0.01%
2,890
485
$140K 0.01%
3,854
486
$139K 0.01%
2,401
-124
487
$139K 0.01%
10,000
488
$138K 0.01%
1,905
489
$137K 0.01%
3,983
490
$137K 0.01%
6,452
491
$135K 0.01%
3,643
492
$134K 0.01%
6,000
493
$134K 0.01%
1,273
494
$133K 0.01%
1,640
-344
495
$133K 0.01%
4,164
+183
496
$133K 0.01%
7,450
497
$132K 0.01%
2,263
498
$131K 0.01%
6,772
499
$131K 0.01%
13,750
500
$129K 0.01%
1,410
18 19
20
21 22