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
701
$39K ﹤0.01%
+4,549
702
$39K ﹤0.01%
+1,142
703
$39K ﹤0.01%
+514
704
$38K ﹤0.01%
+1,120
705
$38K ﹤0.01%
+735
706
$38K ﹤0.01%
+935
707
$38K ﹤0.01%
+580
708
$38K ﹤0.01%
+576
709
$38K ﹤0.01%
+849
710
$37K ﹤0.01%
+623
711
$37K ﹤0.01%
+1,349
712
$36K ﹤0.01%
+2,800
713
$36K ﹤0.01%
+1,434
714
$36K ﹤0.01%
+1,456
715
$36K ﹤0.01%
+970
716
$36K ﹤0.01%
+2,000
717
$35K ﹤0.01%
+1,125
718
$35K ﹤0.01%
+7,375
719
$35K ﹤0.01%
+600
720
$35K ﹤0.01%
+685
721
$34K ﹤0.01%
+800
722
$34K ﹤0.01%
+1,450
723
$34K ﹤0.01%
+1,073
724
$34K ﹤0.01%
+1,073
725
$34K ﹤0.01%
+861
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