WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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%
335
1252
$2K ﹤0.01%
42
-64
1253
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50
1254
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1255
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1256
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1257
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1258
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4
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1262
$1K ﹤0.01%
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1263
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1264
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6
1265
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37
1266
$1K ﹤0.01%
312
1267
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1268
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1269
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1270
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1271
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1272
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103
1273
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41
1274
$1K ﹤0.01%
6
1275
$1K ﹤0.01%
9
49 50
51
52 53