WT

Whittier Trust Portfolio holdings

AUM $8.29B
1-Year Return 20.48%
This Quarter Return
+9.35%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$5.49B
AUM Growth
+$352M
Cap. Flow
+$24.8M
Cap. Flow %
0.45%
Top 10 Hldgs %
28.68%
Holding
1,653
New
31
Increased
363
Reduced
342
Closed
49

Sector Composition

1 Technology 20.15%
2 Financials 11.62%
3 Healthcare 9.43%
4 Consumer Discretionary 7.68%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRGO icon
1651
Perrigo
PRGO
$3.2B
-500
Closed -$17K
RNG icon
1652
RingCentral
RNG
$2.76B
-24
Closed -$849
SHAK icon
1653
Shake Shack
SHAK
$4.1B
-61
Closed -$2.53K