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
951
$29K ﹤0.01%
+4,766
952
$29K ﹤0.01%
1,125
953
$29K ﹤0.01%
370
+163
954
$29K ﹤0.01%
564
+52
955
$28K ﹤0.01%
175
956
$28K ﹤0.01%
501
957
$28K ﹤0.01%
1,799
+299
958
$28K ﹤0.01%
1,374
959
$28K ﹤0.01%
301
960
$27K ﹤0.01%
8
961
$27K ﹤0.01%
1,986
962
$27K ﹤0.01%
+1,350
963
$27K ﹤0.01%
2,078
964
$27K ﹤0.01%
190
965
$27K ﹤0.01%
1,000
966
$27K ﹤0.01%
148
+50
967
$27K ﹤0.01%
105
968
$26K ﹤0.01%
832
969
$26K ﹤0.01%
803
970
$26K ﹤0.01%
360
971
$26K ﹤0.01%
642
972
$26K ﹤0.01%
100
973
$26K ﹤0.01%
716
974
$26K ﹤0.01%
286
975
$26K ﹤0.01%
+535
37 38
39
40 41