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
551
$95K ﹤0.01%
1,668
552
$94K ﹤0.01%
1,185
-130
553
$93K ﹤0.01%
19
554
$93K ﹤0.01%
2,105
555
$92K ﹤0.01%
+1,393
556
$92K ﹤0.01%
18,300
557
$92K ﹤0.01%
970
-8,099
558
$91K ﹤0.01%
7,404
-936
559
$90K ﹤0.01%
1,170
560
$89K ﹤0.01%
3,005
561
$89K ﹤0.01%
4,358
562
$89K ﹤0.01%
4,339
-462
563
$88K ﹤0.01%
3,221
564
$86K ﹤0.01%
781
565
$86K ﹤0.01%
3,750
-1,450
566
$85K ﹤0.01%
5,600
567
$84K ﹤0.01%
8,588
568
$83K ﹤0.01%
4,965
569
$83K ﹤0.01%
2,250
570
$83K ﹤0.01%
1,037
571
$83K ﹤0.01%
1,274
-113
572
$83K ﹤0.01%
8,000
573
$82K ﹤0.01%
535
574
$81K ﹤0.01%
7,000
575
$81K ﹤0.01%
3,252
21 22
23
24 25