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
1101
$24.6K ﹤0.01%
1,159
1102
$24.6K ﹤0.01%
283
-23
1103
$24.5K ﹤0.01%
154
1104
$24.4K ﹤0.01%
1,008
1105
$24.3K ﹤0.01%
2,500
1106
$24.2K ﹤0.01%
405
1107
$24.2K ﹤0.01%
285
-2,000
1108
$24.1K ﹤0.01%
316
+1
1109
$23.9K ﹤0.01%
137
1110
$23.6K ﹤0.01%
517
1111
$23.5K ﹤0.01%
330
1112
$23.3K ﹤0.01%
1,049
-1,000
1113
$23.2K ﹤0.01%
758
-3,634
1114
$22.9K ﹤0.01%
356
1115
$22.8K ﹤0.01%
210
1116
$22.8K ﹤0.01%
792
1117
$22.7K ﹤0.01%
505
1118
$22.5K ﹤0.01%
205
1119
$22.5K ﹤0.01%
200
1120
$22.5K ﹤0.01%
262
1121
$22.4K ﹤0.01%
410
1122
$22.3K ﹤0.01%
390
1123
$22.3K ﹤0.01%
157
1124
$22.2K ﹤0.01%
600
1125
$22K ﹤0.01%
390