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
951
$52.7K ﹤0.01%
2,069
-190
952
$51.6K ﹤0.01%
660
953
$51.5K ﹤0.01%
484
-880
954
$51.5K ﹤0.01%
325
955
$50.8K ﹤0.01%
916
+362
956
$50.7K ﹤0.01%
360
957
$50.4K ﹤0.01%
1,696
-37
958
$50.3K ﹤0.01%
574
959
$50.2K ﹤0.01%
2,031
960
$49.9K ﹤0.01%
200
961
$49.7K ﹤0.01%
1,236
962
$49.3K ﹤0.01%
2,558
-1,305
963
$49.1K ﹤0.01%
781
964
$49.1K ﹤0.01%
1,180
-616
965
$49K ﹤0.01%
1,000
966
$48.8K ﹤0.01%
716
967
$48.4K ﹤0.01%
1,966
-1,689
968
$48.4K ﹤0.01%
3,000
-500
969
$47.4K ﹤0.01%
3,000
970
$47.3K ﹤0.01%
766
-212
971
$47K ﹤0.01%
970
972
$47K ﹤0.01%
2,150
973
$47K ﹤0.01%
549
+1
974
$46.6K ﹤0.01%
2,529
975
$46.5K ﹤0.01%
688
37 38
39
40 41