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
$1.78B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$55.2M
3
+$47.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$33.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$53K ﹤0.01%
+830
652
$52K ﹤0.01%
+688
653
$52K ﹤0.01%
+2,100
654
$52K ﹤0.01%
+2,700
655
$52K ﹤0.01%
+1,425
656
$51K ﹤0.01%
+46
657
$51K ﹤0.01%
+1,500
658
$51K ﹤0.01%
+841
659
$51K ﹤0.01%
+1,327
660
$50K ﹤0.01%
+60
661
$50K ﹤0.01%
+2,169
662
$50K ﹤0.01%
+1,450
663
$50K ﹤0.01%
+2,000
664
$49K ﹤0.01%
+1,106
665
$48K ﹤0.01%
+1,500
666
$48K ﹤0.01%
+4,188
667
$48K ﹤0.01%
+1,850
668
$48K ﹤0.01%
+10,900
669
$47K ﹤0.01%
+1,400
670
$47K ﹤0.01%
+1,150
671
$47K ﹤0.01%
+1,336
672
$47K ﹤0.01%
+778
673
$47K ﹤0.01%
+1,171
674
$46K ﹤0.01%
+6,150
675
$46K ﹤0.01%
+364
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