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
701
$37K ﹤0.01%
241
+26
702
$36K ﹤0.01%
1,434
703
$36K ﹤0.01%
600
704
$36K ﹤0.01%
1,456
705
$35K ﹤0.01%
630
-505
706
$35K ﹤0.01%
6,320
-3,500
707
$35K ﹤0.01%
1,052
+38
708
$35K ﹤0.01%
1,250
709
$35K ﹤0.01%
653
710
$34K ﹤0.01%
710
711
$34K ﹤0.01%
1,422
+152
712
$34K ﹤0.01%
320
713
$34K ﹤0.01%
800
-233
714
$33K ﹤0.01%
701
-569
715
$33K ﹤0.01%
300
-1,386
716
$33K ﹤0.01%
517
717
$33K ﹤0.01%
2,000
718
$32K ﹤0.01%
647
-603
719
$32K ﹤0.01%
338
720
$32K ﹤0.01%
+875
721
$32K ﹤0.01%
850
722
$32K ﹤0.01%
454
-40
723
$32K ﹤0.01%
1,387
724
$32K ﹤0.01%
2,000
725
$31K ﹤0.01%
785
27 28
29
30 31