WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$5.69M
2
+$5.14M
3
+$4.33M
4
PRU icon
Prudential Financial
PRU
+$4.33M
5
CAH icon
Cardinal Health
CAH
+$3.02M

Top Sells

1
+$5.22M
2
+$5.09M
3
+$4.95M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
AXP icon
American Express
AXP
+$2.48M

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
526
$109K 0.01%
2,282
527
$107K 0.01%
1,623
528
$107K 0.01%
2,750
529
$107K 0.01%
1,600
530
$106K 0.01%
1,790
531
$106K 0.01%
2,320
532
$105K 0.01%
1,600
533
$105K 0.01%
1,238
534
$104K 0.01%
1,524
-1
535
$104K 0.01%
2,626
+2,050
536
$103K 0.01%
7,890
537
$102K 0.01%
2,237
538
$102K 0.01%
5,328
-4,157
539
$102K 0.01%
7,137
-5,519
540
$102K 0.01%
1,225
541
$101K 0.01%
2,728
-317
542
$100K 0.01%
5,000
543
$99K 0.01%
1,107
544
$99K 0.01%
1,437
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545
$99K 0.01%
4,000
546
$98K 0.01%
1,900
547
$97K 0.01%
2,150
548
$97K 0.01%
6,058
549
$97K 0.01%
+2,200
550
$97K 0.01%
62
20 21
22
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