Whittier Trust Co 13F Portfolio

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Whittier Trust CoWhittier Trust Co-9.62%$7176277000 1492

Top Holdings Performance History

Whittier Trust Co Holdings Map

Top 50 Whittier Trust Co Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Whittier Trust Co Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds