WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1226
$2K ﹤0.01%
40
1227
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339
+150
1228
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7
1229
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62
1230
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4
1231
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123
1232
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140
1233
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102
-15,459
1234
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49
1235
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39
1236
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290
1237
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6
1238
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100
1239
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40
1240
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44
1241
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71
1242
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1243
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102
-274
1244
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1245
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1246
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60
1247
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20
1248
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25
1249
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59
1250
$2K ﹤0.01%
596
48 49
50
51 52