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
476
$471K 0.01%
26,395
-3,460
477
$470K 0.01%
11,329
-3,748
478
$467K 0.01%
10,615
+5
479
$465K 0.01%
5,997
-1,450
480
$464K 0.01%
4,999
+319
481
$462K 0.01%
11,822
+6
482
$461K 0.01%
2,813
+524
483
$459K 0.01%
2,932
-7
484
$453K 0.01%
12,973
-1,036
485
$443K 0.01%
14,917
+14,182
486
$438K 0.01%
5,271
-61
487
$435K 0.01%
4,500
488
$430K 0.01%
15,350
489
$428K 0.01%
2,000
+245
490
$426K 0.01%
3,473
491
$426K 0.01%
11,897
+2,160
492
$424K 0.01%
4,134
+494
493
$422K 0.01%
4,106
-1,497
494
$421K 0.01%
20,085
-10,512
495
$419K 0.01%
2,460
496
$417K 0.01%
5,119
+1,637
497
$417K 0.01%
3,076
+189
498
$414K 0.01%
19,547
-4,961
499
$408K 0.01%
2,073
500
$405K 0.01%
9,000
18 19
20
21 22