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
$2.27B
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$5.9M
2 +$3.41M
3 +$2.39M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.7M
5
MANH icon
Manhattan Associates
MANH
+$1.67M

Top Sells

1 +$8.18M
2 +$3.33M
3 +$2.88M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$2.57M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.38M

Sector Composition

1 Healthcare 11.98%
2 Financials 10.06%
3 Consumer Staples 9.27%
4 Industrials 9.07%
5 Technology 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-19,161
1252
$0 ﹤0.01%
20
1253
$0 ﹤0.01%
26
1254
$0 ﹤0.01%
12,665
1255
$0 ﹤0.01%
82
1256
-1,849
1257
$0 ﹤0.01%
22
1258
$0 ﹤0.01%
1,687