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
$3.41B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,517
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$3.59M
3 +$3.19M
4
AMCR icon
Amcor
AMCR
+$2.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Sector Composition

1 Financials 13.36%
2 Technology 12.21%
3 Healthcare 9.95%
4 Industrials 7.83%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$8K ﹤0.01%
170
1102
$8K ﹤0.01%
105
1103
$8K ﹤0.01%
1,079
1104
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366
1105
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662
1106
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232
+115
1107
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408
-1
1108
$7K ﹤0.01%
385
1109
$7K ﹤0.01%
100
1110
$7K ﹤0.01%
600
1111
$7K ﹤0.01%
145
1112
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1113
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1114
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1115
$7K ﹤0.01%
1,065
1116
$7K ﹤0.01%
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1117
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+100
1118
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51
-390
1119
$7K ﹤0.01%
140
1120
$7K ﹤0.01%
84
1121
$7K ﹤0.01%
+31
1122
$7K ﹤0.01%
23
1123
$7K ﹤0.01%
557
1124
$7K ﹤0.01%
72
1125
$7K ﹤0.01%
193