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
551
$311K 0.01%
6,358
552
$309K 0.01%
4,227
+1,128
553
$308K 0.01%
11,888
+2,572
554
$304K 0.01%
4,435
-17
555
$299K 0.01%
4,544
-1,000
556
$298K 0.01%
1,450
-610
557
$297K 0.01%
11,518
+17
558
$294K 0.01%
2,960
-84
559
$292K 0.01%
5,728
-36
560
$291K 0.01%
92,000
561
$290K 0.01%
1,700
562
$290K 0.01%
17,087
+5,935
563
$290K 0.01%
1,391
+409
564
$289K 0.01%
45,085
+11,168
565
$288K 0.01%
3,500
-989
566
$288K 0.01%
4,275
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567
$287K 0.01%
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-269
568
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1,907
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569
$286K 0.01%
+9,972
570
$285K 0.01%
3,471
+59
571
$285K 0.01%
3,457
572
$282K 0.01%
2,754
-136
573
$282K 0.01%
23,089
574
$279K 0.01%
11,708
+2,039
575
$277K 0.01%
6,659
21 22
23
24 25