WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
826
$16K ﹤0.01%
+1,100
827
$16K ﹤0.01%
444
-536
828
$16K ﹤0.01%
178
829
$16K ﹤0.01%
488
-110
830
$15K ﹤0.01%
1,236
831
$15K ﹤0.01%
405
832
$15K ﹤0.01%
635
833
$15K ﹤0.01%
422
834
$15K ﹤0.01%
425
835
$15K ﹤0.01%
138
-46
836
$15K ﹤0.01%
350
837
$15K ﹤0.01%
282
838
$15K ﹤0.01%
365
839
$15K ﹤0.01%
450
-128
840
$15K ﹤0.01%
80
841
$15K ﹤0.01%
323
842
$15K ﹤0.01%
350
-31,045
843
$15K ﹤0.01%
485
-323
844
$14K ﹤0.01%
1,000
845
$14K ﹤0.01%
+300
846
$14K ﹤0.01%
245
847
$14K ﹤0.01%
655
848
$14K ﹤0.01%
1,000
849
$14K ﹤0.01%
208
850
$13K ﹤0.01%
719
32 33
34
35 36