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
926
$7K ﹤0.01%
120
927
$7K ﹤0.01%
106
928
$7K ﹤0.01%
300
929
$7K ﹤0.01%
+100
930
$7K ﹤0.01%
445
931
$7K ﹤0.01%
156
-285
932
$7K ﹤0.01%
1,000
933
$7K ﹤0.01%
105
934
$7K ﹤0.01%
223
935
$7K ﹤0.01%
340
936
$6K ﹤0.01%
180
937
$6K ﹤0.01%
300
938
$6K ﹤0.01%
814
939
$6K ﹤0.01%
255
940
$6K ﹤0.01%
200
941
$6K ﹤0.01%
265
942
$6K ﹤0.01%
240
943
$6K ﹤0.01%
445
944
$6K ﹤0.01%
209
945
$6K ﹤0.01%
200
-420
946
$6K ﹤0.01%
29
947
$6K ﹤0.01%
58
948
$6K ﹤0.01%
+81
949
$6K ﹤0.01%
222
950
$6K ﹤0.01%
210