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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9M
3
+$3.73M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.48M

Top Sells

1
+$7.55M
2
+$3.92M
3
+$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
5
BLK icon
Blackrock
BLK
+$2.67M

Sector Composition

1 Financials 13.2%
2 Technology 12.96%
3 Healthcare 9.69%
4 Industrials 7.64%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
111
+96
1227
$6K ﹤0.01%
51
1228
$6K ﹤0.01%
+226
1229
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164
-212
1230
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80
1231
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+198
1232
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+210
1233
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289
1234
$6K ﹤0.01%
366
1235
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230
1236
$6K ﹤0.01%
228
-3
1237
$6K ﹤0.01%
558
1238
$6K ﹤0.01%
+658
1239
$6K ﹤0.01%
110
1240
$5K ﹤0.01%
+124
1241
$5K ﹤0.01%
+102
1242
$5K ﹤0.01%
279
+217
1243
$5K ﹤0.01%
+106
1244
$5K ﹤0.01%
341
-67
1245
$5K ﹤0.01%
+271
1246
$5K ﹤0.01%
+200
1247
$5K ﹤0.01%
+225
1248
$5K ﹤0.01%
100
1249
$5K ﹤0.01%
338
1250
$5K ﹤0.01%
700
48 49
50
51 52