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
901
$9K ﹤0.01%
685
-250
902
$9K ﹤0.01%
116
903
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260
904
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207
905
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130
906
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68
907
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75
908
$9K ﹤0.01%
135
-350
909
$8K ﹤0.01%
189
-561
910
$8K ﹤0.01%
1,249
911
$8K ﹤0.01%
600
912
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913
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190
914
$8K ﹤0.01%
580
915
$8K ﹤0.01%
257
-171
916
$8K ﹤0.01%
+50
917
$8K ﹤0.01%
+26
918
$8K ﹤0.01%
310
919
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100
920
$8K ﹤0.01%
2,002
921
$8K ﹤0.01%
160
922
$7K ﹤0.01%
403
923
$7K ﹤0.01%
135
924
$7K ﹤0.01%
+377
925
$7K ﹤0.01%
+481
35 36
37
38 39