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
$1.78B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$55.2M
3 +$47.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$36.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$33.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 10.44%
2 Healthcare 10.29%
3 Consumer Staples 9.97%
4 Energy 9.71%
5 Financials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$6K ﹤0.01%
+150
952
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+106
953
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+580
954
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955
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956
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957
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+266
958
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959
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960
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+100
961
$5K ﹤0.01%
+696
962
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965
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966
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967
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968
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969
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+400
970
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+209
971
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972
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+66
973
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+310
974
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+275
975
$5K ﹤0.01%
+66