WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$9.69M
2
+$3.52M
3
+$3.42M
4
AMCR icon
Amcor
AMCR
+$2.62M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Top Sells

1
+$4.97M
2
+$3.37M
3
+$2.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.3M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.7M

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
1176
$4K ﹤0.01%
+78
1177
$4K ﹤0.01%
75
1178
$4K ﹤0.01%
155
1179
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145
1180
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381
1181
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77
1182
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234
1183
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40
1184
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+88
1185
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+117
1186
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190
-95
1187
$3K ﹤0.01%
+137
1188
$3K ﹤0.01%
+37
1189
$3K ﹤0.01%
93
1190
$3K ﹤0.01%
+56
1191
$3K ﹤0.01%
255
1192
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839
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1193
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1194
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207
1195
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43
1196
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349
1197
$3K ﹤0.01%
201
1198
$3K ﹤0.01%
150
1199
$3K ﹤0.01%
200
1200
$3K ﹤0.01%
18
46 47
48
49 50