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
$5.61B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,597
New
Increased
Reduced
Closed

Top Buys

1 +$33.2M
2 +$15.1M
3 +$9.19M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.98M
5
PTON icon
Peloton Interactive
PTON
+$5.88M

Top Sells

1 +$18.2M
2 +$12.5M
3 +$11.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.42M
5
TGT icon
Target
TGT
+$7.53M

Sector Composition

1 Technology 17.3%
2 Financials 12.32%
3 Healthcare 9.21%
4 Industrials 8.39%
5 Consumer Discretionary 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$20K ﹤0.01%
450
1127
$19K ﹤0.01%
41
1128
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213
1129
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1,259
1130
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8,075
1131
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863
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1134
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1136
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922
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1139
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1140
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1,944
1141
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1,219
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436
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975
1144
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1,319
1145
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437
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1147
$18K ﹤0.01%
380
1148
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1149
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1150
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123