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
1276
$1K ﹤0.01%
14
1277
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55
1278
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29
-22
1279
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265
1280
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1281
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111
1282
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1283
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35
1284
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1285
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1286
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41
1287
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6
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1289
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10
1290
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75
1291
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24
1292
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1293
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1294
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1295
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1296
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8
1297
$1K ﹤0.01%
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1298
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33
1299
$1K ﹤0.01%
8
1300
$1K ﹤0.01%
20
50 51
52
53 54