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%
716
852
$13K ﹤0.01%
234
853
$13K ﹤0.01%
310
854
$13K ﹤0.01%
227
+77
855
$13K ﹤0.01%
136
-25
856
$13K ﹤0.01%
719
857
$13K ﹤0.01%
225
-280
858
$13K ﹤0.01%
450
859
$13K ﹤0.01%
175
860
$13K ﹤0.01%
360
861
$12K ﹤0.01%
175
862
$12K ﹤0.01%
360
863
$12K ﹤0.01%
158
864
$12K ﹤0.01%
190
865
$12K ﹤0.01%
614
866
$12K ﹤0.01%
336
+54
867
$12K ﹤0.01%
386
868
$12K ﹤0.01%
2
-1
869
$11K ﹤0.01%
755
870
$11K ﹤0.01%
105
871
$11K ﹤0.01%
760
872
$11K ﹤0.01%
240
873
$11K ﹤0.01%
1,399
874
$11K ﹤0.01%
1,361
875
$11K ﹤0.01%
292
33 34
35
36 37