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
1251
$5K ﹤0.01%
218
+202
1252
$5K ﹤0.01%
22
1253
$5K ﹤0.01%
248
1254
$5K ﹤0.01%
626
1255
$5K ﹤0.01%
135
1256
$5K ﹤0.01%
34
1257
$5K ﹤0.01%
222
+25
1258
$5K ﹤0.01%
163
1259
$5K ﹤0.01%
+375
1260
$5K ﹤0.01%
+53
1261
$5K ﹤0.01%
75
1262
$5K ﹤0.01%
393
1263
$5K ﹤0.01%
66
1264
$5K ﹤0.01%
145
1265
$5K ﹤0.01%
+426
1266
$5K ﹤0.01%
+107
1267
$5K ﹤0.01%
77
1268
$5K ﹤0.01%
+48
1269
$4K ﹤0.01%
186
1270
$4K ﹤0.01%
+432
1271
$4K ﹤0.01%
+102
1272
$4K ﹤0.01%
3
1273
$4K ﹤0.01%
+37
1274
$4K ﹤0.01%
144
1275
$4K ﹤0.01%
2,462