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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9M
3
+$3.73M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.48M

Top Sells

1
+$7.55M
2
+$3.92M
3
+$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
5
BLK icon
Blackrock
BLK
+$2.67M

Sector Composition

1 Financials 13.2%
2 Technology 12.96%
3 Healthcare 9.69%
4 Industrials 7.64%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$245K 0.01%
3,841
527
$241K 0.01%
5,250
528
$232K 0.01%
5,424
529
$232K 0.01%
6,770
530
$230K 0.01%
3,818
+392
531
$229K 0.01%
3,412
532
$227K 0.01%
3,750
533
$227K 0.01%
2,881
534
$225K 0.01%
2,473
+105
535
$223K 0.01%
14,830
+14,630
536
$223K 0.01%
2,810
537
$220K 0.01%
1,940
538
$218K 0.01%
2,900
+100
539
$218K 0.01%
3,513
+51
540
$215K 0.01%
3,500
541
$214K 0.01%
1,539
+116
542
$213K 0.01%
25,881
+881
543
$213K 0.01%
5,602
544
$213K 0.01%
1,290
545
$212K 0.01%
4,000
546
$211K 0.01%
6,500
547
$208K 0.01%
5,266
+2,727
548
$205K 0.01%
4,117
+500
549
$205K 0.01%
2,706
+228
550
$204K 0.01%
5,500
20 21
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