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
1201
$15.5K ﹤0.01%
1,249
1202
$15.5K ﹤0.01%
173
1203
$15.3K ﹤0.01%
3,000
1204
$15.1K ﹤0.01%
414
+98
1205
$14.9K ﹤0.01%
4,356
1206
$14.9K ﹤0.01%
180
1207
$14.9K ﹤0.01%
187
1208
$14.9K ﹤0.01%
316
-82
1209
$14.9K ﹤0.01%
99
+14
1210
$14.8K ﹤0.01%
750
1211
$14.6K ﹤0.01%
214
1212
$14.4K ﹤0.01%
200
1213
$14.4K ﹤0.01%
1,572
1214
$14.3K ﹤0.01%
374
1215
$14.3K ﹤0.01%
298
-500
1216
$14.1K ﹤0.01%
1,815
1217
$14.1K ﹤0.01%
115
1218
$14K ﹤0.01%
1,118
1219
$14K ﹤0.01%
377
-39
1220
$13.9K ﹤0.01%
132
1221
$13.9K ﹤0.01%
1,268
1222
$13.8K ﹤0.01%
283
1223
$13.8K ﹤0.01%
366
1224
$13.8K ﹤0.01%
3,665
1225
$13.8K ﹤0.01%
638