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
851
$13K ﹤0.01%
+424
852
$13K ﹤0.01%
+251
853
$12K ﹤0.01%
+415
854
$12K ﹤0.01%
+820
855
$12K ﹤0.01%
+341
856
$12K ﹤0.01%
+1,000
857
$12K ﹤0.01%
+158
858
$12K ﹤0.01%
+1,098
859
$12K ﹤0.01%
+120
860
$12K ﹤0.01%
+350
861
$12K ﹤0.01%
+753
862
$12K ﹤0.01%
+258
863
$12K ﹤0.01%
+620
864
$12K ﹤0.01%
+150
865
$12K ﹤0.01%
+1,515
866
$12K ﹤0.01%
+80
867
$12K ﹤0.01%
+1,361
868
$12K ﹤0.01%
+598
869
$12K ﹤0.01%
+165
870
$12K ﹤0.01%
+550
871
$11K ﹤0.01%
+1,556
872
$11K ﹤0.01%
+160
873
$11K ﹤0.01%
+175
874
$11K ﹤0.01%
+234
875
$11K ﹤0.01%
+310
33 34
35
36 37