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
1026
$35.2K ﹤0.01%
500
1027
$35.2K ﹤0.01%
3,320
1028
$34.7K ﹤0.01%
1,000
1029
$34.5K ﹤0.01%
151
1030
$34.1K ﹤0.01%
230
1031
$34K ﹤0.01%
426
1032
$33.8K ﹤0.01%
1,496
1033
$33.3K ﹤0.01%
2,957
1034
$33.2K ﹤0.01%
666
+234
1035
$33.1K ﹤0.01%
600
-6
1036
$33.1K ﹤0.01%
630
1037
$33K ﹤0.01%
925
1038
$33K ﹤0.01%
233
-10
1039
$32.9K ﹤0.01%
271
-23
1040
$32.9K ﹤0.01%
645
-70
1041
$32.8K ﹤0.01%
399
1042
$32.5K ﹤0.01%
495
1043
$32.3K ﹤0.01%
3,624
1044
$32.2K ﹤0.01%
848
+188
1045
$32.2K ﹤0.01%
1,875
-20
1046
$32.2K ﹤0.01%
488
1047
$32K ﹤0.01%
1,533
1048
$32K ﹤0.01%
267
+240
1049
$31.9K ﹤0.01%
637
+9
1050
$31.6K ﹤0.01%
910
40 41
42
43 44