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
826
$95.4K ﹤0.01%
15,434
827
$95.2K ﹤0.01%
2,000
828
$94.4K ﹤0.01%
3,200
829
$93.5K ﹤0.01%
1,556
830
$93.3K ﹤0.01%
886
+140
831
$93K ﹤0.01%
31,515
832
$92.8K ﹤0.01%
2,475
833
$92.4K ﹤0.01%
8,292
-104
834
$91.9K ﹤0.01%
4,000
835
$91.8K ﹤0.01%
1,762
836
$91.3K ﹤0.01%
800
837
$91.2K ﹤0.01%
1,978
-4,380
838
$91K ﹤0.01%
487
-38
839
$91K ﹤0.01%
1,019
840
$90.2K ﹤0.01%
2,291
-69
841
$89.5K ﹤0.01%
1,137
+2
842
$89.2K ﹤0.01%
3,685
-617
843
$88.6K ﹤0.01%
2,450
844
$88.5K ﹤0.01%
2,035
845
$87.5K ﹤0.01%
1,079
-62
846
$87.1K ﹤0.01%
3,164
847
$87.1K ﹤0.01%
810
848
$87K ﹤0.01%
1,586
849
$86K ﹤0.01%
1,123
850
$85.7K ﹤0.01%
1,836
32 33
34
35 36