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
101
$5.47M 0.28%
78,059
+435
102
$5.41M 0.28%
62,449
-5,371
103
$5.39M 0.28%
63,488
+6,700
104
$5.27M 0.27%
263,042
-1,635
105
$5.25M 0.27%
64,119
+842
106
$5.22M 0.27%
110,729
+146
107
$5.15M 0.26%
109,742
-80
108
$5.04M 0.26%
175,688
109
$4.91M 0.25%
57,993
+50,284
110
$4.83M 0.25%
58,938
+453
111
$4.82M 0.25%
118,144
-249
112
$4.68M 0.24%
86,255
+1,900
113
$4.67M 0.24%
101,754
-10,875
114
$4.59M 0.24%
149,633
+8,247
115
$4.58M 0.23%
+51,515
116
$4.53M 0.23%
67,742
-31
117
$4.49M 0.23%
188,772
+135
118
$4.46M 0.23%
60,636
+15,580
119
$4.41M 0.23%
94,693
-4,177
120
$4.4M 0.23%
144,988
+6,208
121
$4.37M 0.22%
109,011
-1,538
122
$4.35M 0.22%
110,825
+25
123
$4.25M 0.22%
39,314
+13,695
124
$4.16M 0.21%
37,075
125
$4.14M 0.21%
48,692
3 4
5
6 7