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
1001
$3K ﹤0.01%
83
-139
1002
$3K ﹤0.01%
+33
1003
$3K ﹤0.01%
50
1004
$3K ﹤0.01%
+180
1005
$3K ﹤0.01%
+43
1006
$3K ﹤0.01%
45
1007
$3K ﹤0.01%
101
1008
$3K ﹤0.01%
67
1009
$3K ﹤0.01%
50
1010
$3K ﹤0.01%
34
1011
$3K ﹤0.01%
133
1012
$3K ﹤0.01%
100
1013
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190
1014
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129
-156
1015
$3K ﹤0.01%
250
1016
$3K ﹤0.01%
52
1017
$3K ﹤0.01%
400
1018
$2K ﹤0.01%
207
1019
$2K ﹤0.01%
82
1020
$2K ﹤0.01%
67
1021
$2K ﹤0.01%
31
1022
$2K ﹤0.01%
152
1023
$2K ﹤0.01%
22
1024
$2K ﹤0.01%
50
1025
$2K ﹤0.01%
51
39 40
41
42 43