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
1051
$1K ﹤0.01%
+15
1052
$1K ﹤0.01%
+45
1053
$1K ﹤0.01%
+26
1054
$1K ﹤0.01%
+8
1055
$1K ﹤0.01%
+50
1056
$1K ﹤0.01%
+10
1057
$1K ﹤0.01%
+29
1058
$1K ﹤0.01%
+204
1059
$1K ﹤0.01%
+150
1060
$1K ﹤0.01%
+18
1061
$1K ﹤0.01%
+675
1062
$1K ﹤0.01%
+89
1063
$1K ﹤0.01%
+31
1064
$1K ﹤0.01%
+64
1065
$1K ﹤0.01%
+76
1066
$1K ﹤0.01%
+150
1067
$1K ﹤0.01%
+53
1068
$0 ﹤0.01%
+14
1069
$0 ﹤0.01%
+25
1070
$0 ﹤0.01%
+25
1071
$0 ﹤0.01%
+2
1072
– –
0
1073
$0 ﹤0.01%
+1
1074
– –
0
1075
$0 ﹤0.01%
+25
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