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
776
$23K ﹤0.01%
+338
777
$23K ﹤0.01%
+387
778
$23K ﹤0.01%
+1,277
779
$22K ﹤0.01%
+135
780
$22K ﹤0.01%
+200
781
$22K ﹤0.01%
+530
782
$22K ﹤0.01%
+5,800
783
$22K ﹤0.01%
+524
784
$22K ﹤0.01%
+1,036
785
$22K ﹤0.01%
+235
786
$22K ﹤0.01%
+430
787
$21K ﹤0.01%
+600
788
$21K ﹤0.01%
+1,152
789
$21K ﹤0.01%
+1,000
790
$21K ﹤0.01%
+800
791
$21K ﹤0.01%
+400
792
$20K ﹤0.01%
+280
793
$20K ﹤0.01%
+215
794
$20K ﹤0.01%
+456
795
$20K ﹤0.01%
+450
796
$19K ﹤0.01%
+938
797
$19K ﹤0.01%
+430
798
$19K ﹤0.01%
+280
799
$18K ﹤0.01%
+697
800
$18K ﹤0.01%
+730
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