WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.05B
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Sells

1 +$7.57M
2 +$4.52M
3 +$3.03M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.03M
5
NRF
NorthStar Realty Finance Corp.
NRF
+$958K

Sector Composition

1 Healthcare 10.95%
2 Industrials 10.01%
3 Financials 9.76%
4 Consumer Staples 9.3%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$1K ﹤0.01%
75
1027
$1K ﹤0.01%
25
1028
$1K ﹤0.01%
34
1029
$1K ﹤0.01%
335
1030
$1K ﹤0.01%
51
1031
$1K ﹤0.01%
24
1032
$1K ﹤0.01%
15
1033
$1K ﹤0.01%
24
1034
$1K ﹤0.01%
8
1035
$1K ﹤0.01%
65
1036
$1K ﹤0.01%
29
1037
$1K ﹤0.01%
200
1038
$1K ﹤0.01%
105
1039
$1K ﹤0.01%
100
1040
$1K ﹤0.01%
+93
1041
$1K ﹤0.01%
675
1042
$1K ﹤0.01%
89
1043
$1K ﹤0.01%
380
1044
$1K ﹤0.01%
12
1045
$1K ﹤0.01%
45
1046
$1K ﹤0.01%
64
1047
$1K ﹤0.01%
12
1048
$1K ﹤0.01%
5
1049
$1K ﹤0.01%
197
1050
$1K ﹤0.01%
19