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
$3.41B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,517
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$3.59M
3
+$3.19M
4
AMCR icon
Amcor
AMCR
+$2.71M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$5.09M
2
+$2.66M
3
+$2.61M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.32M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.72M

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
1251
$2K ﹤0.01%
49
1252
$2K ﹤0.01%
39
1253
$2K ﹤0.01%
290
1254
$2K ﹤0.01%
6
1255
$2K ﹤0.01%
100
1256
$2K ﹤0.01%
75
1257
$2K ﹤0.01%
40
1258
$1K ﹤0.01%
7
1259
$1K ﹤0.01%
1,000
1260
$1K ﹤0.01%
163
1261
$1K ﹤0.01%
27
1262
$1K ﹤0.01%
105
1263
$1K ﹤0.01%
189
1264
$1K ﹤0.01%
12
1265
$1K ﹤0.01%
4
1266
$1K ﹤0.01%
13
1267
$1K ﹤0.01%
16
1268
$1K ﹤0.01%
100
1269
$1K ﹤0.01%
11
1270
$1K ﹤0.01%
12
1271
$1K ﹤0.01%
6
1272
$1K ﹤0.01%
37
1273
$1K ﹤0.01%
312
1274
$1K ﹤0.01%
6
1275
$1K ﹤0.01%
30
49 50
51
52 53