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
$3.06B
AUM Growth
-$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.83M
3
+$5.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M

Top Sells

1
+$4.69M
2
+$4.38M
3
+$3.85M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.95M

Sector Composition

1 Technology 15.1%
2 Financials 12.32%
3 Healthcare 10.44%
4 Consumer Discretionary 7.34%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$6K ﹤0.01%
415
1177
$6K ﹤0.01%
600
1178
$6K ﹤0.01%
370
1179
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411
+130
1180
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150
1181
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381
+297
1182
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90
1183
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360
-38
1184
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+200
1185
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188
1186
$6K ﹤0.01%
97
+7
1187
$6K ﹤0.01%
2,374
-58
1188
$6K ﹤0.01%
199
+35
1189
$6K ﹤0.01%
431
1190
$6K ﹤0.01%
+38
1191
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69
1192
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1193
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20
+7
1194
$6K ﹤0.01%
124
1195
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170
+5
1196
$6K ﹤0.01%
1,130
1197
$6K ﹤0.01%
1,400
1198
$6K ﹤0.01%
222
+41
1199
$6K ﹤0.01%
137
1200
$6K ﹤0.01%
360
46 47
48
49 50