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
976
$46.1K ﹤0.01%
3,250
977
$46K ﹤0.01%
1,477
978
$46K ﹤0.01%
400
979
$45.8K ﹤0.01%
2,500
980
$45.6K ﹤0.01%
1,500
981
$45.6K ﹤0.01%
994
982
$45.4K ﹤0.01%
1,000
983
$45.2K ﹤0.01%
750
984
$45.1K ﹤0.01%
1,313
985
$44.9K ﹤0.01%
718
986
$44.7K ﹤0.01%
5,706
987
$44.2K ﹤0.01%
1,029
988
$44.2K ﹤0.01%
1,955
989
$43.8K ﹤0.01%
500
990
$43.5K ﹤0.01%
2,625
991
$43.3K ﹤0.01%
927
992
$43.2K ﹤0.01%
2,625
993
$43.1K ﹤0.01%
1,015
994
$42.2K ﹤0.01%
169
995
$42.2K ﹤0.01%
179
-12
996
$42.1K ﹤0.01%
1,208
+448
997
$41.7K ﹤0.01%
2,577
998
$40.8K ﹤0.01%
1,674
999
$40.7K ﹤0.01%
783
-899
1000
$40.2K ﹤0.01%
3,455
-325
38 39
40
41 42