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
$2.05B
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1 +$9.05M
2 +$6.9M
3 +$4.4M
4
EOG icon
EOG Resources
EOG
+$4.37M
5
CF icon
CF Industries
CF
+$4.12M

Top Sells

1 +$7.35M
2 +$4.89M
3 +$2.77M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.03M
5
NRF
NorthStar Realty Finance Corp.
NRF
+$968K

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
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1027
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1028
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1030
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1049
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1050
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5