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
1126
$21.8K ﹤0.01%
431
-755
1127
$21.7K ﹤0.01%
727
1128
$21.7K ﹤0.01%
206
-3
1129
$21.7K ﹤0.01%
733
1130
$21.5K ﹤0.01%
272
1131
$21.5K ﹤0.01%
1,986
1132
$21.5K ﹤0.01%
1,910
1133
$21.2K ﹤0.01%
251
-356
1134
$21.2K ﹤0.01%
1,257
-1,992
1135
$21K ﹤0.01%
+125
1136
$20.8K ﹤0.01%
+280
1137
$20.8K ﹤0.01%
380
-1,684
1138
$20.7K ﹤0.01%
135
1139
$20.6K ﹤0.01%
90
-4
1140
$20.5K ﹤0.01%
140
-5,400
1141
$20.2K ﹤0.01%
100
1142
$20.2K ﹤0.01%
3,000
1143
$20.1K ﹤0.01%
178
1144
$20K ﹤0.01%
518
1145
$20K ﹤0.01%
422
1146
$20K ﹤0.01%
1,150
-12,474
1147
$20K ﹤0.01%
200
1148
$19.9K ﹤0.01%
350
-96
1149
$19.8K ﹤0.01%
480
1150
$19.7K ﹤0.01%
395
44 45
46
47 48