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
526
$354K 0.01%
6,307
527
$352K 0.01%
10,000
528
$351K 0.01%
1,940
529
$349K 0.01%
5,745
+4,015
530
$348K 0.01%
10,586
-161
531
$342K 0.01%
2,065
532
$341K 0.01%
2,149
+838
533
$337K 0.01%
19,035
534
$336K 0.01%
13,261
535
$334K 0.01%
4,756
+313
536
$328K 0.01%
3,594
537
$323K 0.01%
6,311
+408
538
$322K 0.01%
5,500
539
$322K 0.01%
5,085
540
$322K 0.01%
4,542
541
$321K 0.01%
1,589
-13
542
$321K 0.01%
5,736
-27
543
$321K 0.01%
5,920
544
$320K 0.01%
5,000
545
$318K 0.01%
3,570
546
$318K 0.01%
22,192
547
$313K 0.01%
27,568
-8,902
548
$313K 0.01%
10,286
549
$313K 0.01%
2,998
550
$312K 0.01%
26,280
-2,905
20 21
22
23 24