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
876
$11K ﹤0.01%
240
877
$11K ﹤0.01%
1,399
878
$11K ﹤0.01%
1,361
879
$11K ﹤0.01%
292
880
$11K ﹤0.01%
380
881
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251
-527
882
$10K ﹤0.01%
178
883
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459
884
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5,290
885
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375
886
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454
-229
887
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284
888
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889
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890
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891
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159
892
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893
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895
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860
896
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897
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898
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150
899
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150
900
$9K ﹤0.01%
766
34 35
36
37 38