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
776
$65K ﹤0.01%
+1,289
777
$65K ﹤0.01%
1,725
+168
778
$65K ﹤0.01%
3,321
+100
779
$64K ﹤0.01%
4,453
780
$64K ﹤0.01%
400
781
$63K ﹤0.01%
2,070
782
$63K ﹤0.01%
993
+60
783
$62K ﹤0.01%
810
784
$62K ﹤0.01%
+979
785
$62K ﹤0.01%
+2,200
786
$62K ﹤0.01%
641
+66
787
$62K ﹤0.01%
+1,491
788
$62K ﹤0.01%
450
789
$62K ﹤0.01%
2,208
790
$62K ﹤0.01%
200
791
$61K ﹤0.01%
410
792
$61K ﹤0.01%
473
+73
793
$61K ﹤0.01%
1,346
794
$61K ﹤0.01%
2,556
+1,864
795
$61K ﹤0.01%
858
796
$60K ﹤0.01%
13,088
797
$60K ﹤0.01%
1,856
798
$60K ﹤0.01%
3,200
+140
799
$60K ﹤0.01%
217
+194
800
$59K ﹤0.01%
1,454
-76
30 31
32
33 34