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
$5.14B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,768
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.3M
3
+$11M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$8.64M
5
AMD icon
Advanced Micro Devices
AMD
+$6.99M

Top Sells

1
+$32.3M
2
+$11.1M
3
+$10.8M
4
RMD icon
ResMed
RMD
+$10M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.39M

Sector Composition

1 Technology 17.13%
2 Financials 12.6%
3 Healthcare 10.69%
4 Industrials 7.35%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$737K 0.01%
16,180
-85
402
$712K 0.01%
5,358
-1,544
403
$710K 0.01%
26,426
-23
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838
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405
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22,049
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406
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4,762
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407
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10,776
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408
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45,015
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409
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410
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411
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22,540
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412
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414
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1,961
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415
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416
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417
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418
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6,254
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419
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26,859
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420
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7,619
421
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26,569
-10,651
422
$642K 0.01%
5,016
-311
423
$636K 0.01%
7,834
-174
424
$635K 0.01%
9,248
-214
425
$633K 0.01%
10,322
-1,223
15 16
17
18 19