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
826
$16K ﹤0.01%
444
-536
827
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178
828
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488
-110
829
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478
-474
830
$16K ﹤0.01%
400
831
$15K ﹤0.01%
1,236
832
$15K ﹤0.01%
422
833
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834
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405
835
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138
-46
836
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837
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635
838
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282
839
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365
840
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450
-128
841
$15K ﹤0.01%
80
842
$15K ﹤0.01%
323
843
$15K ﹤0.01%
350
-31,045
844
$15K ﹤0.01%
485
-323
845
$14K ﹤0.01%
1,000
846
$14K ﹤0.01%
1,964
847
$14K ﹤0.01%
1,000
848
$14K ﹤0.01%
+300
849
$14K ﹤0.01%
245
850
$14K ﹤0.01%
208
32 33
34
35 36