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
626
$63K ﹤0.01%
734
+79
627
$63K ﹤0.01%
435
+34
628
$63K ﹤0.01%
6,345
+195
629
$61K ﹤0.01%
661
630
$60K ﹤0.01%
804
+56
631
$60K ﹤0.01%
1,028
632
$60K ﹤0.01%
3,100
633
$59K ﹤0.01%
970
634
$59K ﹤0.01%
+963
635
$59K ﹤0.01%
2,000
636
$58K ﹤0.01%
381
+36
637
$58K ﹤0.01%
1,698
638
$58K ﹤0.01%
1,114
639
$57K ﹤0.01%
775
640
$57K ﹤0.01%
1,450
641
$57K ﹤0.01%
910
642
$56K ﹤0.01%
494
-90
643
$56K ﹤0.01%
778
644
$55K ﹤0.01%
1,180
645
$55K ﹤0.01%
1,250
646
$54K ﹤0.01%
2,800
647
$54K ﹤0.01%
5,750
648
$54K ﹤0.01%
1,000
649
$54K ﹤0.01%
6,236
650
$53K ﹤0.01%
2,083
24 25
26
27 28