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
551
$97K 0.01%
62
552
$95K ﹤0.01%
1,668
553
$94K ﹤0.01%
1,185
-130
554
$93K ﹤0.01%
19
555
$93K ﹤0.01%
2,105
556
$92K ﹤0.01%
+1,393
557
$92K ﹤0.01%
18,300
558
$92K ﹤0.01%
970
-8,099
559
$91K ﹤0.01%
7,404
-936
560
$90K ﹤0.01%
1,170
561
$89K ﹤0.01%
3,005
562
$89K ﹤0.01%
4,358
563
$89K ﹤0.01%
4,339
-462
564
$88K ﹤0.01%
3,221
565
$86K ﹤0.01%
781
566
$86K ﹤0.01%
3,750
-1,450
567
$85K ﹤0.01%
5,600
568
$84K ﹤0.01%
8,588
569
$83K ﹤0.01%
8,000
570
$83K ﹤0.01%
4,965
571
$83K ﹤0.01%
2,250
572
$83K ﹤0.01%
1,037
573
$83K ﹤0.01%
1,274
-113
574
$82K ﹤0.01%
535
575
$81K ﹤0.01%
68
+8
21 22
23
24 25