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
$2.59B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,400
New
Increased
Reduced
Closed

Top Sells

1 +$2.36M
2 +$1.8M
3 +$1.31M
4
CAH icon
Cardinal Health
CAH
+$1.21M
5
RAI
Reynolds American Inc
RAI
+$1.09M

Sector Composition

1 Financials 11.29%
2 Healthcare 10.73%
3 Technology 9.55%
4 Industrials 9.09%
5 Consumer Staples 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$8K ﹤0.01%
135
1027
$8K ﹤0.01%
89
1028
$8K ﹤0.01%
275
1029
$8K ﹤0.01%
105
1030
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1031
$8K ﹤0.01%
334
1032
$8K ﹤0.01%
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1033
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57
1034
$8K ﹤0.01%
88
1035
$8K ﹤0.01%
7
1036
$7K ﹤0.01%
600
1037
$7K ﹤0.01%
220
1038
$7K ﹤0.01%
192
1039
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1040
$7K ﹤0.01%
95
1041
$7K ﹤0.01%
88
1042
$7K ﹤0.01%
240
1043
$7K ﹤0.01%
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1044
$7K ﹤0.01%
140
1045
$7K ﹤0.01%
81
-1,054
1046
$7K ﹤0.01%
580
1047
$7K ﹤0.01%
184
1048
$7K ﹤0.01%
160
1049
$7K ﹤0.01%
130
1050
$7K ﹤0.01%
100