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
876
$11K ﹤0.01%
+240
877
$11K ﹤0.01%
+178
878
$11K ﹤0.01%
+380
879
$11K ﹤0.01%
+1,100
880
$10K ﹤0.01%
+175
881
$10K ﹤0.01%
+202
882
$10K ﹤0.01%
+769
883
$10K ﹤0.01%
+459
884
$10K ﹤0.01%
+292
885
$10K ﹤0.01%
+760
886
$10K ﹤0.01%
+300
887
$10K ﹤0.01%
+766
888
$10K ﹤0.01%
+1,000
889
$10K ﹤0.01%
+245
890
$10K ﹤0.01%
+292
891
$10K ﹤0.01%
+719
892
$10K ﹤0.01%
+190
893
$10K ﹤0.01%
+418
894
$10K ﹤0.01%
+208
895
$9K ﹤0.01%
+178
896
$9K ﹤0.01%
+860
897
$9K ﹤0.01%
+195
898
$9K ﹤0.01%
+120
899
$9K ﹤0.01%
+189
900
$9K ﹤0.01%
+231
34 35
36
37 38