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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Sells

1 +$7.52M
2 +$3.92M
3 +$3.41M
4
PRU icon
Prudential Financial
PRU
+$2.82M
5
BLK icon
Blackrock
BLK
+$2.67M

Sector Composition

1 Financials 13.2%
2 Technology 12.96%
3 Healthcare 9.69%
4 Industrials 7.64%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$8K ﹤0.01%
+374
1177
$8K ﹤0.01%
398
+360
1178
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202
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563
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1181
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1182
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1183
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240
+47
1184
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+1,600
1187
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1188
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1189
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1190
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97
-3
1193
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667
-4,302
1194
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298
1195
$7K ﹤0.01%
1,065
1196
$7K ﹤0.01%
225
1197
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398
1198
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185
+168
1199
$7K ﹤0.01%
140
1200
$7K ﹤0.01%
+68