WT
Whittier Trust Portfolio holdings
AUM
$9.23B
1-Year Est. Return
25.88%
This Fund
S&P 500
1 Year Est. Return
+25.88%
AUM
$3.41B
AUM Growth
+$135M
(+4.1%)
Holding
1,517
Top Buys
| 1 | +$9.69M | |
| 2 | +$3.52M | |
| 3 | +$3.42M | |
| 4 |
Amcor
AMCR
|
+$2.62M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.38M |
Top Sells
| 1 | +$4.97M | |
| 2 | +$3.37M | |
| 3 | +$2.61M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.3M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$1.7M |
Sector Composition
| 1 | Financials | 13.36% |
| 2 | Technology | 12.21% |
| 3 | Healthcare | 9.95% |
| 4 | Industrials | 7.83% |
| 5 | Consumer Discretionary | 7.05% |