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
626
$63K ﹤0.01%
6,345
+195
627
$63K ﹤0.01%
734
+79
628
$61K ﹤0.01%
661
629
$60K ﹤0.01%
804
+56
630
$60K ﹤0.01%
1,028
631
$60K ﹤0.01%
3,100
632
$59K ﹤0.01%
970
633
$59K ﹤0.01%
+963
634
$59K ﹤0.01%
2,000
635
$58K ﹤0.01%
381
+36
636
$58K ﹤0.01%
1,698
637
$58K ﹤0.01%
1,114
638
$57K ﹤0.01%
775
639
$57K ﹤0.01%
1,450
640
$57K ﹤0.01%
910
641
$56K ﹤0.01%
494
-90
642
$56K ﹤0.01%
778
643
$55K ﹤0.01%
1,180
644
$55K ﹤0.01%
1,250
645
$54K ﹤0.01%
1,000
646
$54K ﹤0.01%
2,800
647
$54K ﹤0.01%
5,750
648
$54K ﹤0.01%
6,236
649
$53K ﹤0.01%
2,083
650
$53K ﹤0.01%
2,230
-224
24 25
26
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