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
1001
$3K ﹤0.01%
+121
1002
$3K ﹤0.01%
+63
1003
$3K ﹤0.01%
+135
1004
$3K ﹤0.01%
+50
1005
$3K ﹤0.01%
+192
1006
$3K ﹤0.01%
+101
1007
$3K ﹤0.01%
+67
1008
$3K ﹤0.01%
+34
1009
$3K ﹤0.01%
+133
1010
$3K ﹤0.01%
+190
1011
$3K ﹤0.01%
+255
1012
$3K ﹤0.01%
+214
1013
$3K ﹤0.01%
+43
1014
$3K ﹤0.01%
+550
1015
$2K ﹤0.01%
+376
1016
$2K ﹤0.01%
+45
1017
$2K ﹤0.01%
+125
1018
$2K ﹤0.01%
+67
1019
$2K ﹤0.01%
+31
1020
$2K ﹤0.01%
+304
1021
$2K ﹤0.01%
+150
1022
$2K ﹤0.01%
+45
1023
$2K ﹤0.01%
+46
1024
$2K ﹤0.01%
+65
1025
$2K ﹤0.01%
+118
39 40
41
42 43