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
$3.41B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,517
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$3.59M
3
+$3.19M
4
AMCR icon
Amcor
AMCR
+$2.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$5.09M
2
+$2.66M
3
+$2.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.32M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

Sector Composition

1 Financials 13.36%
2 Technology 12.21%
3 Healthcare 9.95%
4 Industrials 7.83%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$36K ﹤0.01%
1,261
852
$36K ﹤0.01%
500
853
$35K ﹤0.01%
496
+178
854
$35K ﹤0.01%
900
855
$35K ﹤0.01%
2,192
856
$34K ﹤0.01%
332
857
$34K ﹤0.01%
1,643
858
$34K ﹤0.01%
922
859
$34K ﹤0.01%
1,018
860
$34K ﹤0.01%
910
861
$34K ﹤0.01%
375
862
$34K ﹤0.01%
1,727
-27
863
$34K ﹤0.01%
273
+146
864
$34K ﹤0.01%
651
-2
865
$33K ﹤0.01%
400
866
$33K ﹤0.01%
1,187
-57
867
$33K ﹤0.01%
1,601
868
$33K ﹤0.01%
1,408
-223
869
$32K ﹤0.01%
3,000
870
$32K ﹤0.01%
1,740
+34
871
$32K ﹤0.01%
1,000
872
$31K ﹤0.01%
1,159
873
$31K ﹤0.01%
435
874
$31K ﹤0.01%
306
-80
875
$31K ﹤0.01%
803
-12
33 34
35
36 37