WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+1.01%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$1.95B
AUM Growth
+$1.55M
(+0.08%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
1,123
New
31
Increased
144
Reduced
262
Closed
32
Top Buys
| 1 |
Verizon
VZ
|
$5.72M |
| 2 |
Eaton
ETN
|
$5.24M |
| 3 |
LyondellBasell Industries
LYB
|
$4.58M |
| 4 |
Prudential Financial
PRU
|
$4.26M |
| 5 |
Cardinal Health
CAH
|
$3.04M |
Top Sells
| 1 |
AT&T
T
|
$5.51M |
| 2 |
AbbVie
ABBV
|
$5.17M |
| 3 |
Emerson Electric
EMR
|
$5.02M |
| 4 |
Cisco
CSCO
|
$2.7M |
| 5 |
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% |
