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
551
$92K 0.01%
+3,582
552
$92K 0.01%
+2,400
553
$91K 0.01%
+5,600
554
$91K 0.01%
+1,315
555
$91K 0.01%
+5,000
556
$90K 0.01%
+744
557
$89K 0.01%
+1,600
558
$89K 0.01%
+7,000
559
$89K 0.01%
+1,238
560
$89K 0.01%
+1,945
561
$88K ﹤0.01%
+1,600
562
$88K ﹤0.01%
+1,443
563
$87K ﹤0.01%
+2,517
564
$87K ﹤0.01%
+3,221
565
$85K ﹤0.01%
+2,280
566
$84K ﹤0.01%
+8,588
567
$84K ﹤0.01%
+1,644
568
$84K ﹤0.01%
+2,580
569
$81K ﹤0.01%
+4,965
570
$81K ﹤0.01%
+3,253
571
$81K ﹤0.01%
+7
572
$80K ﹤0.01%
+1,107
573
$80K ﹤0.01%
+3,215
574
$78K ﹤0.01%
+2,400
575
$78K ﹤0.01%
+7,890
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