WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
1251
$2K ﹤0.01%
102
-15,459
1252
$2K ﹤0.01%
49
1253
$2K ﹤0.01%
39
1254
$2K ﹤0.01%
290
1255
$2K ﹤0.01%
6
1256
$2K ﹤0.01%
100
1257
$2K ﹤0.01%
40
1258
$1K ﹤0.01%
3
1259
$1K ﹤0.01%
23
1260
$1K ﹤0.01%
36
1261
$1K ﹤0.01%
27
1262
$1K ﹤0.01%
6
1263
$1K ﹤0.01%
24
1264
$1K ﹤0.01%
62
1265
$1K ﹤0.01%
189
1266
$1K ﹤0.01%
11
1267
$1K ﹤0.01%
14
1268
$1K ﹤0.01%
55
1269
$1K ﹤0.01%
29
-22
1270
$1K ﹤0.01%
265
1271
$1K ﹤0.01%
12
1272
$1K ﹤0.01%
75
1273
$1K ﹤0.01%
24
1274
$1K ﹤0.01%
6
1275
$1K ﹤0.01%
37
49 50
51
52 53