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
$3.06B
AUM Growth
-$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.83M
3
+$5.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M

Top Sells

1
+$4.69M
2
+$4.38M
3
+$3.85M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.95M

Sector Composition

1 Technology 15.1%
2 Financials 12.32%
3 Healthcare 10.44%
4 Consumer Discretionary 7.34%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$24K ﹤0.01%
1,443
952
$24K ﹤0.01%
+165
953
$23K ﹤0.01%
662
-2,932
954
$23K ﹤0.01%
39
-3
955
$23K ﹤0.01%
+530
956
$23K ﹤0.01%
450
957
$23K ﹤0.01%
1,802
958
$23K ﹤0.01%
663
959
$23K ﹤0.01%
2,023
960
$23K ﹤0.01%
1,016
-254
961
$22K ﹤0.01%
1,006
962
$22K ﹤0.01%
2,541
-225
963
$22K ﹤0.01%
435
964
$22K ﹤0.01%
2,502
965
$22K ﹤0.01%
286
966
$22K ﹤0.01%
123
-3
967
$22K ﹤0.01%
148
968
$22K ﹤0.01%
+6,200
969
$22K ﹤0.01%
250
970
$21K ﹤0.01%
253
971
$21K ﹤0.01%
333
-3,721
972
$21K ﹤0.01%
792
973
$21K ﹤0.01%
542
-50
974
$21K ﹤0.01%
773
+2
975
$21K ﹤0.01%
1,623
+250
37 38
39
40 41