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
751
$26K ﹤0.01%
+692
752
$26K ﹤0.01%
+1,000
753
$26K ﹤0.01%
+1,971
754
$26K ﹤0.01%
+486
755
$26K ﹤0.01%
+755
756
$25K ﹤0.01%
+486
757
$25K ﹤0.01%
+700
758
$25K ﹤0.01%
+4,912
759
$25K ﹤0.01%
+433
760
$25K ﹤0.01%
+2,657
761
$25K ﹤0.01%
+700
762
$25K ﹤0.01%
+505
763
$25K ﹤0.01%
+1,000
764
$25K ﹤0.01%
+500
765
$24K ﹤0.01%
+1,037
766
$24K ﹤0.01%
+170
767
$24K ﹤0.01%
+1,802
768
$24K ﹤0.01%
+750
769
$24K ﹤0.01%
+6,515
770
$24K ﹤0.01%
+925
771
$23K ﹤0.01%
+660
772
$23K ﹤0.01%
+1,236
773
$23K ﹤0.01%
+405
774
$23K ﹤0.01%
+1,136
775
$23K ﹤0.01%
+2,244
29 30
31
32 33