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
651
$53K ﹤0.01%
852
-148
652
$53K ﹤0.01%
514
653
$51K ﹤0.01%
380
654
$51K ﹤0.01%
2,000
655
$50K ﹤0.01%
2,000
656
$50K ﹤0.01%
5,750
657
$49K ﹤0.01%
1,120
658
$49K ﹤0.01%
1,283
659
$48K ﹤0.01%
1,000
660
$48K ﹤0.01%
3,205
-682
661
$48K ﹤0.01%
1,150
662
$47K ﹤0.01%
353
663
$47K ﹤0.01%
2,700
664
$47K ﹤0.01%
540
665
$47K ﹤0.01%
2,985
-600
666
$47K ﹤0.01%
760
667
$45K ﹤0.01%
1,500
668
$45K ﹤0.01%
667
-558
669
$45K ﹤0.01%
3,036
-720
670
$45K ﹤0.01%
1,302
-1,880
671
$45K ﹤0.01%
364
672
$45K ﹤0.01%
580
673
$45K ﹤0.01%
370
674
$45K ﹤0.01%
558
-522
675
$44K ﹤0.01%
1,125
25 26
27
28 29