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
826
$15K ﹤0.01%
+458
827
$15K ﹤0.01%
+1,055
828
$15K ﹤0.01%
+575
829
$15K ﹤0.01%
+550
830
$15K ﹤0.01%
+2,136
831
$15K ﹤0.01%
+1,050
832
$14K ﹤0.01%
+1,200
833
$14K ﹤0.01%
+159
834
$14K ﹤0.01%
+405
835
$14K ﹤0.01%
+211
836
$14K ﹤0.01%
+4,550
837
$14K ﹤0.01%
+1,150
838
$14K ﹤0.01%
+1,500
839
$14K ﹤0.01%
+1,839
840
$14K ﹤0.01%
+441
841
$14K ﹤0.01%
+270
842
$14K ﹤0.01%
+290
843
$14K ﹤0.01%
+180
844
$13K ﹤0.01%
+175
845
$13K ﹤0.01%
+422
846
$13K ﹤0.01%
+698
847
$13K ﹤0.01%
+958
848
$13K ﹤0.01%
+146
849
$13K ﹤0.01%
+386
850
$13K ﹤0.01%
+3
32 33
34
35 36