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
776
$23K ﹤0.01%
221
+10
777
$23K ﹤0.01%
1,802
778
$23K ﹤0.01%
907
779
$23K ﹤0.01%
382
-56
780
$22K ﹤0.01%
280
781
$22K ﹤0.01%
500
782
$22K ﹤0.01%
1,055
783
$22K ﹤0.01%
470
784
$22K ﹤0.01%
235
785
$22K ﹤0.01%
12,665
786
$22K ﹤0.01%
925
787
$21K ﹤0.01%
750
788
$21K ﹤0.01%
412
+24
789
$21K ﹤0.01%
839
790
$21K ﹤0.01%
2,311
791
$21K ﹤0.01%
270
792
$21K ﹤0.01%
198
+18
793
$20K ﹤0.01%
395
794
$20K ﹤0.01%
524
795
$20K ﹤0.01%
280
796
$20K ﹤0.01%
1,384
797
$20K ﹤0.01%
1,000
798
$20K ﹤0.01%
1,731
799
$20K ﹤0.01%
340
800
$20K ﹤0.01%
550
30 31
32
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