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
1201
$1K ﹤0.01%
6
1202
$1K ﹤0.01%
15
1203
$1K ﹤0.01%
90
1204
$1K ﹤0.01%
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1205
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1206
$1K ﹤0.01%
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1207
$1K ﹤0.01%
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1208
$1K ﹤0.01%
75
1209
$1K ﹤0.01%
22
-214
1210
$1K ﹤0.01%
149
1211
$1K ﹤0.01%
114
1212
$1K ﹤0.01%
400
1213
$1K ﹤0.01%
28
-2,754
1214
$1K ﹤0.01%
28
1215
$1K ﹤0.01%
39
1216
$1K ﹤0.01%
76
1217
$1K ﹤0.01%
140
1218
$1K ﹤0.01%
50
1219
$1K ﹤0.01%
74
1220
$1K ﹤0.01%
16
1221
$1K ﹤0.01%
140
1222
$1K ﹤0.01%
65
1223
$1K ﹤0.01%
25
1224
$1K ﹤0.01%
60
1225
$1K ﹤0.01%
11