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
$4.95B
AUM Growth
-$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$5.76M
3 +$5.07M
4
POOL icon
Pool Corp
POOL
+$4.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M

Sector Composition

1 Technology 18.31%
2 Financials 12.07%
3 Healthcare 11.24%
4 Consumer Discretionary 7.02%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$6K ﹤0.01%
200
1402
$6K ﹤0.01%
338
1403
$6K ﹤0.01%
51
1404
$6K ﹤0.01%
+68
1405
$6K ﹤0.01%
1,420
+333
1406
$6K ﹤0.01%
109
1407
$6K ﹤0.01%
259
1408
$6K ﹤0.01%
48
1409
$6K ﹤0.01%
108
1410
$6K ﹤0.01%
235
1411
$6K ﹤0.01%
88
1412
$6K ﹤0.01%
1,114
-1
1413
$6K ﹤0.01%
180
-460
1414
$6K ﹤0.01%
93
1415
$6K ﹤0.01%
124
1416
$6K ﹤0.01%
156
+14
1417
$6K ﹤0.01%
495
1418
$6K ﹤0.01%
207
1419
$6K ﹤0.01%
356
-108
1420
$6K ﹤0.01%
28
+19
1421
$6K ﹤0.01%
412
1422
$6K ﹤0.01%
648
1423
$6K ﹤0.01%
232
1424
$6K ﹤0.01%
+88
1425
$6K ﹤0.01%
7