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
726
$31K ﹤0.01%
500
727
$31K ﹤0.01%
958
728
$31K ﹤0.01%
6,198
-1,177
729
$31K ﹤0.01%
2,657
730
$31K ﹤0.01%
640
731
$31K ﹤0.01%
800
732
$30K ﹤0.01%
433
733
$30K ﹤0.01%
1,000
734
$30K ﹤0.01%
2,155
-3,298
735
$30K ﹤0.01%
420
-330
736
$30K ﹤0.01%
716
-145
737
$29K ﹤0.01%
554
738
$29K ﹤0.01%
1,006
-867
739
$29K ﹤0.01%
5,367
740
$29K ﹤0.01%
1,100
741
$29K ﹤0.01%
1,152
742
$29K ﹤0.01%
270
743
$29K ﹤0.01%
955
744
$29K ﹤0.01%
600
745
$29K ﹤0.01%
910
-689
746
$29K ﹤0.01%
5,800
747
$28K ﹤0.01%
898
748
$28K ﹤0.01%
405
749
$28K ﹤0.01%
416
750
$28K ﹤0.01%
5,600
+1,050
28 29
30
31 32