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
726
$31K ﹤0.01%
785
727
$31K ﹤0.01%
500
728
$31K ﹤0.01%
958
729
$31K ﹤0.01%
2,657
730
$31K ﹤0.01%
640
731
$31K ﹤0.01%
800
732
$31K ﹤0.01%
6,198
-1,177
733
$30K ﹤0.01%
433
734
$30K ﹤0.01%
1,000
735
$30K ﹤0.01%
2,155
-3,298
736
$30K ﹤0.01%
420
-330
737
$30K ﹤0.01%
716
-145
738
$29K ﹤0.01%
1,006
-867
739
$29K ﹤0.01%
554
740
$29K ﹤0.01%
5,800
741
$29K ﹤0.01%
5,211
742
$29K ﹤0.01%
1,100
743
$29K ﹤0.01%
600
744
$29K ﹤0.01%
910
-689
745
$29K ﹤0.01%
1,152
746
$29K ﹤0.01%
270
747
$29K ﹤0.01%
955
748
$28K ﹤0.01%
898
749
$28K ﹤0.01%
405
750
$28K ﹤0.01%
416
28 29
30
31 32