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
1026
$2K ﹤0.01%
65
1027
$2K ﹤0.01%
411
1028
$2K ﹤0.01%
131
-2,543
1029
$2K ﹤0.01%
95
-6
1030
$2K ﹤0.01%
200
1031
$2K ﹤0.01%
105
1032
$2K ﹤0.01%
204
1033
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210
1034
$2K ﹤0.01%
+78
1035
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35
1036
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213
1037
$2K ﹤0.01%
+53
1038
$2K ﹤0.01%
380
1039
$2K ﹤0.01%
48
1040
$1K ﹤0.01%
65
1041
$1K ﹤0.01%
32
-3,898
1042
$1K ﹤0.01%
100
1043
$1K ﹤0.01%
55
1044
$1K ﹤0.01%
25
1045
$1K ﹤0.01%
75
1046
$1K ﹤0.01%
14
1047
$1K ﹤0.01%
25
1048
$1K ﹤0.01%
34
1049
$1K ﹤0.01%
335
1050
$1K ﹤0.01%
24
40 41
42
43 44