WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
851
$13K ﹤0.01%
360
852
$13K ﹤0.01%
716
853
$13K ﹤0.01%
234
854
$13K ﹤0.01%
310
855
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227
+77
856
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136
-25
857
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225
-280
858
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450
859
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719
860
$12K ﹤0.01%
175
861
$12K ﹤0.01%
360
862
$12K ﹤0.01%
158
863
$12K ﹤0.01%
336
+54
864
$12K ﹤0.01%
386
865
$12K ﹤0.01%
2
-1
866
$12K ﹤0.01%
190
867
$12K ﹤0.01%
614
868
$11K ﹤0.01%
828
-270
869
$11K ﹤0.01%
120
870
$11K ﹤0.01%
105
871
$11K ﹤0.01%
760
872
$11K ﹤0.01%
240
873
$11K ﹤0.01%
380
874
$11K ﹤0.01%
251
-527
875
$11K ﹤0.01%
755
33 34
35
36 37