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
851
$13K ﹤0.01%
175
852
$13K ﹤0.01%
360
853
$13K ﹤0.01%
716
854
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234
855
$13K ﹤0.01%
310
856
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227
+77
857
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136
-25
858
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719
859
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225
-280
860
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450
861
$12K ﹤0.01%
158
862
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175
863
$12K ﹤0.01%
360
864
$12K ﹤0.01%
336
+54
865
$12K ﹤0.01%
386
866
$12K ﹤0.01%
2
-1
867
$12K ﹤0.01%
190
868
$12K ﹤0.01%
614
869
$11K ﹤0.01%
120
870
$11K ﹤0.01%
755
871
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202
872
$11K ﹤0.01%
341
873
$11K ﹤0.01%
828
-270
874
$11K ﹤0.01%
105
875
$11K ﹤0.01%
760
33 34
35
36 37