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
801
$20K ﹤0.01%
1,731
802
$19K ﹤0.01%
4,160
803
$19K ﹤0.01%
938
804
$19K ﹤0.01%
+143
805
$19K ﹤0.01%
768
-268
806
$19K ﹤0.01%
93
-4
807
$18K ﹤0.01%
415
808
$18K ﹤0.01%
1,023
-48
809
$17K ﹤0.01%
175
810
$17K ﹤0.01%
2,472
-2,440
811
$17K ﹤0.01%
1,500
812
$17K ﹤0.01%
146
813
$17K ﹤0.01%
165
814
$17K ﹤0.01%
159
815
$17K ﹤0.01%
+250
816
$17K ﹤0.01%
93
+13
817
$17K ﹤0.01%
2,456
-2,407
818
$16K ﹤0.01%
1,200
819
$16K ﹤0.01%
365
820
$16K ﹤0.01%
205
821
$16K ﹤0.01%
258
822
$16K ﹤0.01%
1,839
823
$16K ﹤0.01%
575
824
$16K ﹤0.01%
150
825
$16K ﹤0.01%
444
-536
31 32
33
34 35