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
1076
$27.7K ﹤0.01%
281
1077
$27.4K ﹤0.01%
205
1078
$27.4K ﹤0.01%
674
+466
1079
$27.3K ﹤0.01%
1,229
1080
$27.3K ﹤0.01%
192
1081
$27.2K ﹤0.01%
665
1082
$27.2K ﹤0.01%
574
1083
$27.2K ﹤0.01%
1,560
-161
1084
$26.8K ﹤0.01%
693
1085
$26.7K ﹤0.01%
1,372
1086
$26.6K ﹤0.01%
424
1087
$26.1K ﹤0.01%
738
1088
$26.1K ﹤0.01%
162
-4
1089
$25.8K ﹤0.01%
400
1090
$25.7K ﹤0.01%
321
-60
1091
$25.7K ﹤0.01%
990
1092
$25.4K ﹤0.01%
733
1093
$25.4K ﹤0.01%
188
-41
1094
$25.4K ﹤0.01%
798
1095
$25.4K ﹤0.01%
181
-13
1096
$25.3K ﹤0.01%
398
1097
$25K ﹤0.01%
2,192
1098
$25K ﹤0.01%
436
1099
$25K ﹤0.01%
174
1100
$25K ﹤0.01%
200