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
526
$110K 0.01%
2,400
527
$109K 0.01%
2,282
528
$107K 0.01%
1,600
529
$107K 0.01%
1,623
530
$107K 0.01%
2,750
531
$106K 0.01%
1,790
532
$106K 0.01%
2,320
533
$105K 0.01%
1,238
534
$105K 0.01%
1,600
535
$104K 0.01%
2,626
+2,050
536
$104K 0.01%
1,524
-1
537
$103K 0.01%
7,890
538
$102K 0.01%
2,237
539
$102K 0.01%
5,328
-4,157
540
$102K 0.01%
7,137
-5,519
541
$102K 0.01%
1,225
542
$101K 0.01%
2,728
-317
543
$100K 0.01%
5,000
544
$99K 0.01%
1,107
545
$99K 0.01%
1,437
-196
546
$99K 0.01%
4,000
547
$98K 0.01%
1,900
548
$97K 0.01%
2,150
549
$97K 0.01%
6,058
550
$97K 0.01%
+2,200
20 21
22
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