WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$5.69M
2
+$5.14M
3
+$4.33M
4
PRU icon
Prudential Financial
PRU
+$4.33M
5
CAH icon
Cardinal Health
CAH
+$3.02M

Top Sells

1
+$5.22M
2
+$5.09M
3
+$4.95M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
AXP icon
American Express
AXP
+$2.48M

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
1026
$2K ﹤0.01%
67
1027
$2K ﹤0.01%
31
1028
$2K ﹤0.01%
22
1029
$2K ﹤0.01%
50
1030
$2K ﹤0.01%
51
1031
$2K ﹤0.01%
65
1032
$2K ﹤0.01%
411
1033
$2K ﹤0.01%
204
1034
$2K ﹤0.01%
+78
1035
$2K ﹤0.01%
35
1036
$2K ﹤0.01%
213
1037
$2K ﹤0.01%
+53
1038
$2K ﹤0.01%
380
1039
$1K ﹤0.01%
65
1040
$1K ﹤0.01%
32
-3,898
1041
$1K ﹤0.01%
56
1042
$1K ﹤0.01%
25
1043
$1K ﹤0.01%
15
1044
$1K ﹤0.01%
24
1045
$1K ﹤0.01%
8
1046
$1K ﹤0.01%
10
1047
$1K ﹤0.01%
100
1048
$1K ﹤0.01%
55
1049
$1K ﹤0.01%
25
1050
$1K ﹤0.01%
75
40 41
42
43 44