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
851
$85.5K ﹤0.01%
1,704
+6
852
$84.5K ﹤0.01%
1,885
853
$84.3K ﹤0.01%
327
-6
854
$84.1K ﹤0.01%
200
-10
855
$84K ﹤0.01%
317
+15
856
$84K ﹤0.01%
5,000
-2,204
857
$83.9K ﹤0.01%
1,329
-1,646
858
$83.8K ﹤0.01%
647
859
$83.8K ﹤0.01%
1,468
-322
860
$83.5K ﹤0.01%
500
861
$83K ﹤0.01%
607
-49
862
$83K ﹤0.01%
+6,711
863
$83K ﹤0.01%
2,885
864
$82.4K ﹤0.01%
3,826
-50
865
$82.2K ﹤0.01%
12,107
866
$81.1K ﹤0.01%
1,900
867
$80.4K ﹤0.01%
450
-8
868
$80.1K ﹤0.01%
3,182
-149
869
$79.6K ﹤0.01%
2,500
870
$79.3K ﹤0.01%
1,050
871
$79.2K ﹤0.01%
1,050
872
$78.7K ﹤0.01%
301
873
$78.6K ﹤0.01%
+1,210
874
$78.5K ﹤0.01%
575
875
$78.5K ﹤0.01%
937
+37
33 34
35
36 37