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
1051
$31.6K ﹤0.01%
1,501
1052
$31.5K ﹤0.01%
525
-2,909
1053
$31.5K ﹤0.01%
762
1054
$31.5K ﹤0.01%
1,176
1055
$31.4K ﹤0.01%
321
1056
$31.3K ﹤0.01%
500
1057
$31.1K ﹤0.01%
627
1058
$31.1K ﹤0.01%
+5,000
1059
$30.7K ﹤0.01%
632
1060
$30.5K ﹤0.01%
141
+61
1061
$30.4K ﹤0.01%
1,114
1062
$30.3K ﹤0.01%
1,391
1063
$30.2K ﹤0.01%
522
1064
$30K ﹤0.01%
752
+4
1065
$29.9K ﹤0.01%
665
-230
1066
$29.6K ﹤0.01%
433
1067
$29.6K ﹤0.01%
142
-48,098
1068
$29.5K ﹤0.01%
500
1069
$29.5K ﹤0.01%
199
1070
$29.4K ﹤0.01%
646
1071
$28.8K ﹤0.01%
650
1072
$28.5K ﹤0.01%
770
1073
$28.4K ﹤0.01%
380
+180
1074
$28.1K ﹤0.01%
546
1075
$27.8K ﹤0.01%
474
41 42
43
44 45