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
876
$78.1K ﹤0.01%
16,910
-700
877
$78K ﹤0.01%
2,015
878
$77.4K ﹤0.01%
1,317
879
$77.2K ﹤0.01%
800
880
$77.2K ﹤0.01%
2,596
-400
881
$76.9K ﹤0.01%
1,083
882
$76.8K ﹤0.01%
2,340
883
$76.6K ﹤0.01%
717
-6
884
$76K ﹤0.01%
537
885
$75.1K ﹤0.01%
6,362
-1,670
886
$75K ﹤0.01%
2,410
887
$75K ﹤0.01%
1,500
888
$74.8K ﹤0.01%
146
889
$74.4K ﹤0.01%
1,800
890
$73.9K ﹤0.01%
600
891
$73.7K ﹤0.01%
2,401
892
$73.2K ﹤0.01%
7,338
893
$72.9K ﹤0.01%
1,074
-255
894
$72.6K ﹤0.01%
2,223
-500
895
$71.7K ﹤0.01%
681
896
$71.6K ﹤0.01%
1,295
-116
897
$70.8K ﹤0.01%
1,500
-50
898
$70K ﹤0.01%
1,975
899
$69.9K ﹤0.01%
850
900
$69.6K ﹤0.01%
691
-325
34 35
36
37 38