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
1226
$13.7K ﹤0.01%
122
1227
$13.7K ﹤0.01%
763
1228
$13.7K ﹤0.01%
44
+15
1229
$13.6K ﹤0.01%
430
-500
1230
$13.6K ﹤0.01%
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1231
$13.6K ﹤0.01%
1,578
-859
1232
$13.5K ﹤0.01%
347
1233
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198
1234
$13.4K ﹤0.01%
145
1235
$13.3K ﹤0.01%
435
1236
$13.3K ﹤0.01%
8,363
1237
$13.2K ﹤0.01%
1,259
1238
$13.2K ﹤0.01%
1,451
1239
$13.1K ﹤0.01%
152
1240
$13.1K ﹤0.01%
+440
1241
$13K ﹤0.01%
454
-198
1242
$13K ﹤0.01%
434
1243
$12.9K ﹤0.01%
240
1244
$12.9K ﹤0.01%
252
-17
1245
$12.9K ﹤0.01%
1,096
1246
$12.8K ﹤0.01%
185
-40
1247
$12.7K ﹤0.01%
280
-117
1248
$12.7K ﹤0.01%
122
-78
1249
$12.6K ﹤0.01%
70
1250
$12.5K ﹤0.01%
311