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

Top Sells

1 +$7.55M
2 +$3.92M
3 +$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
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
1201
$7K ﹤0.01%
+290
1202
$7K ﹤0.01%
+65
1203
$7K ﹤0.01%
365
+31
1204
$7K ﹤0.01%
124
-76
1205
$7K ﹤0.01%
+269
1206
$7K ﹤0.01%
557
1207
$7K ﹤0.01%
+165
1208
$7K ﹤0.01%
+115
1209
$7K ﹤0.01%
2,000
1210
$7K ﹤0.01%
270
1211
$7K ﹤0.01%
+1,600
1212
$7K ﹤0.01%
+247
1213
$6K ﹤0.01%
385
1214
$6K ﹤0.01%
62
+37
1215
$6K ﹤0.01%
+269
1216
$6K ﹤0.01%
+88
1217
$6K ﹤0.01%
+402
1218
$6K ﹤0.01%
174
1219
$6K ﹤0.01%
341
1220
$6K ﹤0.01%
278
1221
$6K ﹤0.01%
+150
1222
$6K ﹤0.01%
5,800
1223
$6K ﹤0.01%
+94
1224
$6K ﹤0.01%
100
-283
1225
$6K ﹤0.01%
52