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
676
$44K ﹤0.01%
412
677
$44K ﹤0.01%
576
678
$44K ﹤0.01%
3,300
+3,150
679
$44K ﹤0.01%
1,125
680
$44K ﹤0.01%
450
681
$44K ﹤0.01%
400
682
$43K ﹤0.01%
1,500
683
$43K ﹤0.01%
3,203
684
$43K ﹤0.01%
3,335
685
$43K ﹤0.01%
890
686
$42K ﹤0.01%
2,250
687
$41K ﹤0.01%
750
688
$41K ﹤0.01%
1,150
689
$41K ﹤0.01%
345
690
$40K ﹤0.01%
504
691
$40K ﹤0.01%
1,000
692
$40K ﹤0.01%
955
693
$39K ﹤0.01%
3,094
-789
694
$39K ﹤0.01%
1,120
695
$39K ﹤0.01%
387
696
$38K ﹤0.01%
1,073
697
$38K ﹤0.01%
2,288
698
$38K ﹤0.01%
735
699
$37K ﹤0.01%
1,040
-250
700
$37K ﹤0.01%
510
-113
26 27
28
29 30