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
1251
$12.5K ﹤0.01%
85
1252
$12.5K ﹤0.01%
220
1253
$12.4K ﹤0.01%
50
1254
$12.3K ﹤0.01%
150
1255
$12.3K ﹤0.01%
312
-3
1256
$12.2K ﹤0.01%
+898
1257
$12.1K ﹤0.01%
352
1258
$12.1K ﹤0.01%
300
1259
$12K ﹤0.01%
148
1260
$12K ﹤0.01%
62
1261
$11.9K ﹤0.01%
200
1262
$11.9K ﹤0.01%
421
1263
$11.9K ﹤0.01%
160
-3,000
1264
$11.8K ﹤0.01%
1,552
+484
1265
$11.8K ﹤0.01%
189
1266
$11.6K ﹤0.01%
334
1267
$11.6K ﹤0.01%
+1,530
1268
$11.5K ﹤0.01%
262
-168
1269
$11.5K ﹤0.01%
189
-35
1270
$11.4K ﹤0.01%
219
1271
$11.1K ﹤0.01%
309
1272
$11K ﹤0.01%
140
1273
$11K ﹤0.01%
220
1274
$10.9K ﹤0.01%
400
-137
1275
$10.8K ﹤0.01%
415
-52
49 50
51
52 53