WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
876
$11K ﹤0.01%
105
877
$11K ﹤0.01%
760
878
$11K ﹤0.01%
240
879
$11K ﹤0.01%
380
880
$11K ﹤0.01%
251
-527
881
$10K ﹤0.01%
375
882
$10K ﹤0.01%
454
-229
883
$10K ﹤0.01%
145
884
$10K ﹤0.01%
178
885
$10K ﹤0.01%
459
886
$10K ﹤0.01%
5,290
887
$10K ﹤0.01%
284
888
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313
889
$10K ﹤0.01%
275
890
$10K ﹤0.01%
140
891
$10K ﹤0.01%
159
892
$9K ﹤0.01%
240
893
$9K ﹤0.01%
175
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894
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895
$9K ﹤0.01%
150
896
$9K ﹤0.01%
766
897
$9K ﹤0.01%
685
-250
898
$9K ﹤0.01%
200
899
$9K ﹤0.01%
330
900
$9K ﹤0.01%
860
34 35
36
37 38