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
1026
$2K ﹤0.01%
+105
1027
$2K ﹤0.01%
+150
1028
$2K ﹤0.01%
+35
1029
$2K ﹤0.01%
+380
1030
$2K ﹤0.01%
+48
1031
$2K ﹤0.01%
+250
1032
$2K ﹤0.01%
+76
1033
$2K ﹤0.01%
+35
1034
$1K ﹤0.01%
+207
1035
$1K ﹤0.01%
+300
1036
$1K ﹤0.01%
+16
1037
$1K ﹤0.01%
+65
1038
$1K ﹤0.01%
+100
1039
$1K ﹤0.01%
+51
1040
$1K ﹤0.01%
+55
1041
$1K ﹤0.01%
+45
1042
$1K ﹤0.01%
+10
1043
$1K ﹤0.01%
+25
1044
$1K ﹤0.01%
+75
1045
$1K ﹤0.01%
+50
1046
$1K ﹤0.01%
+250
1047
$1K ﹤0.01%
+17
1048
$1K ﹤0.01%
+335
1049
$1K ﹤0.01%
+24
1050
$1K ﹤0.01%
+75
40 41
42
43 44