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
776
$23K ﹤0.01%
2,850
-585
777
$23K ﹤0.01%
221
+10
778
$23K ﹤0.01%
1,802
779
$23K ﹤0.01%
907
780
$23K ﹤0.01%
382
-56
781
$22K ﹤0.01%
500
782
$22K ﹤0.01%
280
783
$22K ﹤0.01%
1,055
784
$22K ﹤0.01%
470
785
$22K ﹤0.01%
235
786
$22K ﹤0.01%
12,665
787
$22K ﹤0.01%
925
788
$21K ﹤0.01%
750
789
$21K ﹤0.01%
412
+24
790
$21K ﹤0.01%
839
791
$21K ﹤0.01%
2,244
792
$21K ﹤0.01%
270
793
$21K ﹤0.01%
198
+18
794
$20K ﹤0.01%
395
795
$20K ﹤0.01%
524
796
$20K ﹤0.01%
280
797
$20K ﹤0.01%
1,384
798
$20K ﹤0.01%
1,000
799
$20K ﹤0.01%
1,731
800
$20K ﹤0.01%
340
30 31
32
33 34