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
1151
$19.6K ﹤0.01%
116
+9
1152
$19.6K ﹤0.01%
336
1153
$19.5K ﹤0.01%
564
1154
$19.5K ﹤0.01%
736
1155
$19.3K ﹤0.01%
274
1156
$19.2K ﹤0.01%
738
1157
$19.2K ﹤0.01%
150
-105
1158
$19.1K ﹤0.01%
425
1159
$19.1K ﹤0.01%
361
-44
1160
$18.9K ﹤0.01%
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1161
$18.9K ﹤0.01%
200
1162
$18.9K ﹤0.01%
2,317
1163
$18.8K ﹤0.01%
1,055
1164
$18.8K ﹤0.01%
443
1165
$18.7K ﹤0.01%
450
-5,408
1166
$18.4K ﹤0.01%
1,000
1167
$18.4K ﹤0.01%
112
1168
$18.3K ﹤0.01%
209
1169
$18.3K ﹤0.01%
167
1170
$18.2K ﹤0.01%
273
1171
$17.8K ﹤0.01%
+578
1172
$17.7K ﹤0.01%
863
1173
$17.7K ﹤0.01%
400
1174
$17.6K ﹤0.01%
523
1175
$17.6K ﹤0.01%
108