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
1176
$17.5K ﹤0.01%
200
1177
$17.5K ﹤0.01%
2,093
1178
$17.4K ﹤0.01%
583
1179
$17.2K ﹤0.01%
696
1180
$17.1K ﹤0.01%
201
-145
1181
$17.1K ﹤0.01%
408
1182
$17.1K ﹤0.01%
143
1183
$17K ﹤0.01%
500
1184
$17K ﹤0.01%
300
1185
$16.9K ﹤0.01%
1,006
1186
$16.8K ﹤0.01%
1,356
-3,050
1187
$16.7K ﹤0.01%
1,340
1188
$16.7K ﹤0.01%
189
1189
$16.6K ﹤0.01%
290
-59
1190
$16.6K ﹤0.01%
392
1191
$16.5K ﹤0.01%
600
1192
$16.4K ﹤0.01%
586
-1,400
1193
$16.3K ﹤0.01%
646
-16
1194
$16.3K ﹤0.01%
231
1195
$16.3K ﹤0.01%
255
1196
$16.2K ﹤0.01%
262
1197
$16.1K ﹤0.01%
227
1198
$16K ﹤0.01%
100
1199
$15.8K ﹤0.01%
385
1200
$15.8K ﹤0.01%
900
-5,812