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
$3.06B
AUM Growth
-$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.83M
3
+$5.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M

Top Sells

1
+$4.69M
2
+$4.38M
3
+$3.85M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.95M

Sector Composition

1 Technology 15.1%
2 Financials 12.32%
3 Healthcare 10.44%
4 Consumer Discretionary 7.34%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$57K ﹤0.01%
1,054
777
$56K ﹤0.01%
241
778
$56K ﹤0.01%
2,303
-13
779
$56K ﹤0.01%
1,240
-10
780
$56K ﹤0.01%
15,193
+4,473
781
$55K ﹤0.01%
4,358
782
$55K ﹤0.01%
1,171
783
$55K ﹤0.01%
2,000
784
$55K ﹤0.01%
353
785
$55K ﹤0.01%
1,422
-1,991
786
$54K ﹤0.01%
1,279
787
$54K ﹤0.01%
1,124
+15
788
$53K ﹤0.01%
63
789
$53K ﹤0.01%
1,101
790
$53K ﹤0.01%
1,550
+62
791
$52K ﹤0.01%
1,454
792
$52K ﹤0.01%
+3,600
793
$52K ﹤0.01%
2,731
+79
794
$52K ﹤0.01%
334
-46
795
$51K ﹤0.01%
555
796
$51K ﹤0.01%
1,080
-62
797
$51K ﹤0.01%
3,250
798
$51K ﹤0.01%
400
799
$51K ﹤0.01%
18
800
$51K ﹤0.01%
10,069
-97
30 31
32
33 34