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
701
$37K ﹤0.01%
698
702
$37K ﹤0.01%
241
+26
703
$36K ﹤0.01%
1,434
704
$36K ﹤0.01%
1,456
705
$36K ﹤0.01%
600
706
$35K ﹤0.01%
630
-505
707
$35K ﹤0.01%
6,320
-3,500
708
$35K ﹤0.01%
1,052
+38
709
$35K ﹤0.01%
1,250
710
$35K ﹤0.01%
653
711
$34K ﹤0.01%
710
712
$34K ﹤0.01%
1,422
+152
713
$34K ﹤0.01%
320
714
$34K ﹤0.01%
800
-233
715
$33K ﹤0.01%
701
-569
716
$33K ﹤0.01%
300
-1,386
717
$33K ﹤0.01%
517
718
$33K ﹤0.01%
2,000
719
$32K ﹤0.01%
647
-603
720
$32K ﹤0.01%
338
721
$32K ﹤0.01%
+875
722
$32K ﹤0.01%
850
723
$32K ﹤0.01%
454
-40
724
$32K ﹤0.01%
1,387
725
$32K ﹤0.01%
2,000
27 28
29
30 31