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
801
$59K ﹤0.01%
2,031
802
$58K ﹤0.01%
555
-41
803
$58K ﹤0.01%
1,101
804
$57K ﹤0.01%
620
805
$57K ﹤0.01%
1,622
806
$57K ﹤0.01%
+863
807
$57K ﹤0.01%
2,745
808
$56K ﹤0.01%
+1,575
809
$56K ﹤0.01%
1,054
810
$55K ﹤0.01%
610
811
$55K ﹤0.01%
2,031
-496
812
$55K ﹤0.01%
2,359
813
$55K ﹤0.01%
2,432
814
$55K ﹤0.01%
1,064
815
$54K ﹤0.01%
999
816
$54K ﹤0.01%
1,338
+269
817
$54K ﹤0.01%
3,613
-344
818
$54K ﹤0.01%
1,372
819
$54K ﹤0.01%
1,622
820
$54K ﹤0.01%
2,288
821
$54K ﹤0.01%
622
822
$53K ﹤0.01%
238
823
$53K ﹤0.01%
1,025
824
$53K ﹤0.01%
5,075
+4,263
825
$53K ﹤0.01%
486
31 32
33
34 35