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
601
$72K ﹤0.01%
2,754
602
$72K ﹤0.01%
1,105
-90
603
$71K ﹤0.01%
4,835
604
$71K ﹤0.01%
+2,020
605
$70K ﹤0.01%
5,815
606
$70K ﹤0.01%
4,000
607
$70K ﹤0.01%
470
608
$70K ﹤0.01%
1,400
609
$70K ﹤0.01%
7
610
$69K ﹤0.01%
1,150
611
$69K ﹤0.01%
2,050
612
$69K ﹤0.01%
1,882
613
$69K ﹤0.01%
1,025
614
$68K ﹤0.01%
1,000
615
$68K ﹤0.01%
746
-95
616
$67K ﹤0.01%
2,300
617
$67K ﹤0.01%
1,976
618
$67K ﹤0.01%
2,668
619
$67K ﹤0.01%
2,180
620
$66K ﹤0.01%
1,468
-250
621
$66K ﹤0.01%
1,326
622
$65K ﹤0.01%
1,586
623
$65K ﹤0.01%
830
624
$64K ﹤0.01%
11,800
625
$64K ﹤0.01%
640
23 24
25
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