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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9M
3
+$3.73M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.48M

Top Sells

1
+$7.55M
2
+$3.92M
3
+$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
5
BLK icon
Blackrock
BLK
+$2.67M

Sector Composition

1 Financials 13.2%
2 Technology 12.96%
3 Healthcare 9.69%
4 Industrials 7.64%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$33K ﹤0.01%
375
927
$33K ﹤0.01%
771
+61
928
$33K ﹤0.01%
2,450
+2,300
929
$32K ﹤0.01%
910
930
$32K ﹤0.01%
400
931
$32K ﹤0.01%
730
-310
932
$32K ﹤0.01%
1,777
+37
933
$32K ﹤0.01%
624
934
$31K ﹤0.01%
650
935
$31K ﹤0.01%
1,174
+15
936
$31K ﹤0.01%
782
+15
937
$31K ﹤0.01%
+1,395
938
$31K ﹤0.01%
747
+327
939
$31K ﹤0.01%
925
940
$30K ﹤0.01%
+296
941
$30K ﹤0.01%
405
+26
942
$30K ﹤0.01%
400
943
$30K ﹤0.01%
306
944
$30K ﹤0.01%
369
945
$30K ﹤0.01%
2,480
+330
946
$30K ﹤0.01%
450
947
$30K ﹤0.01%
707
+79
948
$29K ﹤0.01%
+200
949
$29K ﹤0.01%
1,012
950
$29K ﹤0.01%
1,000
36 37
38
39 40