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
751
$28K ﹤0.01%
400
752
$27K ﹤0.01%
500
753
$27K ﹤0.01%
135
754
$27K ﹤0.01%
1,448
755
$27K ﹤0.01%
210
-2,000
756
$27K ﹤0.01%
1,200
757
$27K ﹤0.01%
2,382
-1,180
758
$26K ﹤0.01%
697
759
$26K ﹤0.01%
200
760
$26K ﹤0.01%
600
761
$25K ﹤0.01%
530
762
$25K ﹤0.01%
629
-521
763
$25K ﹤0.01%
468
-638
764
$25K ﹤0.01%
425
-2,385
765
$25K ﹤0.01%
540
-395
766
$25K ﹤0.01%
656
-224
767
$25K ﹤0.01%
1,000
768
$25K ﹤0.01%
387
769
$25K ﹤0.01%
755
770
$24K ﹤0.01%
660
771
$24K ﹤0.01%
1,037
772
$24K ﹤0.01%
570
-350
773
$24K ﹤0.01%
400
774
$24K ﹤0.01%
2,136
775
$23K ﹤0.01%
2,850
-585
29 30
31
32 33