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
926
$60.4K ﹤0.01%
1,350
-3,153
927
$60K ﹤0.01%
7,746
-1,951
928
$59.3K ﹤0.01%
1,241
+7
929
$59.3K ﹤0.01%
5,331
-331
930
$59.2K ﹤0.01%
850
931
$59.2K ﹤0.01%
1,048
-8,344
932
$59.1K ﹤0.01%
175
+150
933
$59K ﹤0.01%
400
934
$58.8K ﹤0.01%
970
935
$58.4K ﹤0.01%
434
936
$57.7K ﹤0.01%
1,444
-15
937
$57K ﹤0.01%
473
-1
938
$56.7K ﹤0.01%
1,171
-9,711
939
$56.7K ﹤0.01%
660
-450
940
$56.5K ﹤0.01%
610
941
$56.2K ﹤0.01%
554
942
$55.7K ﹤0.01%
502
943
$54.8K ﹤0.01%
1,720
-7
944
$54.6K ﹤0.01%
1,124
-158
945
$54.3K ﹤0.01%
1,599
946
$54.3K ﹤0.01%
+740
947
$54.1K ﹤0.01%
756
948
$54K ﹤0.01%
11,596
-1,039
949
$54K ﹤0.01%
3,287
+807
950
$53.6K ﹤0.01%
516
36 37
38
39 40