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
$2.91B
AUM Growth
-$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Sells

1 +$16M
2 +$6.59M
3 +$6.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$6.05M
5
LRCX icon
Lam Research
LRCX
+$5.2M

Sector Composition

1 Financials 13.46%
2 Healthcare 11.08%
3 Technology 10.37%
4 Industrials 8.03%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$14K ﹤0.01%
296
1027
$14K ﹤0.01%
873
1028
$14K ﹤0.01%
121
1029
$14K ﹤0.01%
+282
1030
$14K ﹤0.01%
1,151
1031
$14K ﹤0.01%
6,075
1032
$14K ﹤0.01%
2,099
1033
$14K ﹤0.01%
+438
1034
$14K ﹤0.01%
49
1035
$14K ﹤0.01%
428
1036
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185
1037
$14K ﹤0.01%
1,000
1038
$14K ﹤0.01%
546
+329
1039
$14K ﹤0.01%
376
1040
$13K ﹤0.01%
112
1041
$13K ﹤0.01%
+129
1042
$13K ﹤0.01%
88
1043
$13K ﹤0.01%
528
1044
$13K ﹤0.01%
127
1045
$13K ﹤0.01%
167
-500
1046
$13K ﹤0.01%
160
1047
$13K ﹤0.01%
+216
1048
$13K ﹤0.01%
+234
1049
$13K ﹤0.01%
135
1050
$13K ﹤0.01%
+173