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
901
$69.2K ﹤0.01%
291
902
$68.5K ﹤0.01%
912
+240
903
$68K ﹤0.01%
2,240
-224
904
$67.2K ﹤0.01%
1,258
-13
905
$67K ﹤0.01%
2,337
-930
906
$66.6K ﹤0.01%
375
907
$65.9K ﹤0.01%
782
+196
908
$65.8K ﹤0.01%
575
909
$65.7K ﹤0.01%
650
910
$65.4K ﹤0.01%
2,111
911
$65.3K ﹤0.01%
8,375
-655
912
$64.7K ﹤0.01%
268
913
$64.7K ﹤0.01%
160
914
$64.5K ﹤0.01%
2,019
-1,000
915
$63.7K ﹤0.01%
1,270
-100
916
$63.5K ﹤0.01%
2,000
917
$63.5K ﹤0.01%
3,484
918
$63.1K ﹤0.01%
1,073
-151
919
$62.8K ﹤0.01%
2,474
-752
920
$62.6K ﹤0.01%
4,191
921
$62.4K ﹤0.01%
1,230
922
$62.2K ﹤0.01%
1,755
923
$61.7K ﹤0.01%
2,088
924
$61.4K ﹤0.01%
512
925
$61K ﹤0.01%
333
35 36
37
38 39