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
1226
$6K ﹤0.01%
+269
1227
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+88
1228
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+402
1229
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1230
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1231
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278
1232
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+150
1233
$6K ﹤0.01%
5,800
1234
$6K ﹤0.01%
+94
1235
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230
1236
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228
-3
1237
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558
1238
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110
1239
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100
-283
1240
$5K ﹤0.01%
34
1241
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222
+25
1242
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1243
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1244
$5K ﹤0.01%
+375
1245
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+53
1246
$5K ﹤0.01%
75
1247
$5K ﹤0.01%
393
1248
$5K ﹤0.01%
66
1249
$5K ﹤0.01%
145
1250
$5K ﹤0.01%
+426