WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
901
$9K ﹤0.01%
116
902
$9K ﹤0.01%
260
903
$9K ﹤0.01%
207
904
$9K ﹤0.01%
130
905
$9K ﹤0.01%
68
906
$9K ﹤0.01%
75
907
$9K ﹤0.01%
135
-350
908
$8K ﹤0.01%
1,249
909
$8K ﹤0.01%
600
910
$8K ﹤0.01%
211
911
$8K ﹤0.01%
190
912
$8K ﹤0.01%
580
913
$8K ﹤0.01%
257
-171
914
$8K ﹤0.01%
100
915
$8K ﹤0.01%
2,002
916
$8K ﹤0.01%
160
917
$8K ﹤0.01%
+50
918
$8K ﹤0.01%
+26
919
$8K ﹤0.01%
189
-561
920
$8K ﹤0.01%
310
921
$7K ﹤0.01%
120
922
$7K ﹤0.01%
106
923
$7K ﹤0.01%
300
924
$7K ﹤0.01%
+100
925
$7K ﹤0.01%
445
35 36
37
38 39