WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$9.69M
2
+$3.52M
3
+$3.42M
4
AMCR icon
Amcor
AMCR
+$2.62M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Top Sells

1
+$4.97M
2
+$3.37M
3
+$2.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.3M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.7M

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
876
$31K ﹤0.01%
624
877
$31K ﹤0.01%
1,159
878
$31K ﹤0.01%
3,227
879
$30K ﹤0.01%
1,125
880
$30K ﹤0.01%
1,541
-52
881
$30K ﹤0.01%
301
882
$30K ﹤0.01%
105
883
$30K ﹤0.01%
369
884
$30K ﹤0.01%
120
885
$30K ﹤0.01%
450
886
$30K ﹤0.01%
534
887
$29K ﹤0.01%
379
888
$29K ﹤0.01%
1,000
889
$29K ﹤0.01%
3,000
890
$29K ﹤0.01%
236
891
$29K ﹤0.01%
650
892
$29K ﹤0.01%
925
-18
893
$28K ﹤0.01%
1,012
-10
894
$28K ﹤0.01%
767
895
$28K ﹤0.01%
+1,336
896
$28K ﹤0.01%
1,786
-32
897
$27K ﹤0.01%
642
898
$27K ﹤0.01%
+100
899
$27K ﹤0.01%
501
900
$27K ﹤0.01%
638
34 35
36
37 38