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
1076
$6K ﹤0.01%
190
1077
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1078
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1083
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241
1084
$5K ﹤0.01%
385
1085
$5K ﹤0.01%
96
1086
$5K ﹤0.01%
670
-493
1087
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5,800
1088
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151
1089
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1090
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100
1091
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328
1092
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1093
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1095
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+186
1096
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93
1097
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41
1098
$5K ﹤0.01%
565
1099
$5K ﹤0.01%
190
1100
$5K ﹤0.01%
1,000