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
1226
$6K ﹤0.01%
52
1227
$6K ﹤0.01%
111
+96
1228
$6K ﹤0.01%
51
1229
$6K ﹤0.01%
+226
1230
$6K ﹤0.01%
164
-212
1231
$6K ﹤0.01%
80
1232
$6K ﹤0.01%
+198
1233
$6K ﹤0.01%
+210
1234
$6K ﹤0.01%
289
1235
$6K ﹤0.01%
366
1236
$6K ﹤0.01%
230
1237
$6K ﹤0.01%
228
-3
1238
$6K ﹤0.01%
558
1239
$6K ﹤0.01%
110
1240
$5K ﹤0.01%
222
+25
1241
$5K ﹤0.01%
+124
1242
$5K ﹤0.01%
163
1243
$5K ﹤0.01%
700
1244
$5K ﹤0.01%
218
+202
1245
$5K ﹤0.01%
+200
1246
$5K ﹤0.01%
+225
1247
$5K ﹤0.01%
100
1248
$5K ﹤0.01%
338
1249
$5K ﹤0.01%
22
1250
$5K ﹤0.01%
248