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
926
$7K ﹤0.01%
156
-285
927
$7K ﹤0.01%
1,000
928
$7K ﹤0.01%
105
929
$7K ﹤0.01%
340
930
$7K ﹤0.01%
403
931
$7K ﹤0.01%
135
932
$7K ﹤0.01%
+377
933
$7K ﹤0.01%
+481
934
$7K ﹤0.01%
223
935
$6K ﹤0.01%
200
936
$6K ﹤0.01%
265
937
$6K ﹤0.01%
240
938
$6K ﹤0.01%
180
939
$6K ﹤0.01%
300
940
$6K ﹤0.01%
814
941
$6K ﹤0.01%
209
942
$6K ﹤0.01%
200
-420
943
$6K ﹤0.01%
29
944
$6K ﹤0.01%
445
945
$6K ﹤0.01%
58
946
$6K ﹤0.01%
+81
947
$6K ﹤0.01%
255
948
$6K ﹤0.01%
222
949
$6K ﹤0.01%
21
950
$5K ﹤0.01%
305
-765
36 37
38
39 40