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
601
$72K ﹤0.01%
2,210
-180
602
$71K ﹤0.01%
4,835
603
$71K ﹤0.01%
+2,020
604
$70K ﹤0.01%
5,815
605
$70K ﹤0.01%
4,000
606
$70K ﹤0.01%
470
607
$70K ﹤0.01%
1,400
608
$70K ﹤0.01%
7
609
$69K ﹤0.01%
1,150
610
$69K ﹤0.01%
2,050
611
$69K ﹤0.01%
1,882
612
$69K ﹤0.01%
1,040
613
$68K ﹤0.01%
1,000
614
$68K ﹤0.01%
746
-95
615
$67K ﹤0.01%
2,300
616
$67K ﹤0.01%
1,976
617
$67K ﹤0.01%
2,668
618
$67K ﹤0.01%
2,180
619
$66K ﹤0.01%
1,468
-250
620
$66K ﹤0.01%
1,326
621
$65K ﹤0.01%
1,586
622
$65K ﹤0.01%
830
623
$64K ﹤0.01%
11,800
624
$64K ﹤0.01%
640
625
$63K ﹤0.01%
435
+34
23 24
25
26 27