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
901
$9K ﹤0.01%
+68
902
$9K ﹤0.01%
+100
903
$9K ﹤0.01%
+433
904
$9K ﹤0.01%
+185
905
$9K ﹤0.01%
+210
906
$8K ﹤0.01%
+600
907
$8K ﹤0.01%
+100
908
$8K ﹤0.01%
+532
909
$8K ﹤0.01%
+360
910
$8K ﹤0.01%
+200
911
$8K ﹤0.01%
+330
912
$8K ﹤0.01%
+5,290
913
$8K ﹤0.01%
+360
914
$8K ﹤0.01%
+240
915
$8K ﹤0.01%
+150
916
$8K ﹤0.01%
+145
917
$8K ﹤0.01%
+116
918
$8K ﹤0.01%
+246
919
$8K ﹤0.01%
+207
920
$8K ﹤0.01%
+195
921
$8K ﹤0.01%
+100
922
$8K ﹤0.01%
+313
923
$8K ﹤0.01%
+446
924
$7K ﹤0.01%
+459
925
$7K ﹤0.01%
+175
35 36
37
38 39