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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$8.7M
3
+$3.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.71M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.67M

Top Sells

1
+$7.52M
2
+$3.92M
3
+$3.41M
4
PRU icon
Prudential Financial
PRU
+$2.82M
5
BLK icon
Blackrock
BLK
+$2.67M

Sector Composition

1 Financials 13.2%
2 Technology 12.96%
3 Healthcare 9.69%
4 Industrials 7.64%
5 Consumer Discretionary 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$4K ﹤0.01%
2,462
1277
$4K ﹤0.01%
114
1278
$4K ﹤0.01%
+116
1279
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50
1280
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67
1281
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100
1282
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+4
1283
$4K ﹤0.01%
+112
1284
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+489
1285
$4K ﹤0.01%
170
1286
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175
1287
$4K ﹤0.01%
149
1288
$4K ﹤0.01%
100
1289
$4K ﹤0.01%
+45
1290
$4K ﹤0.01%
174
-212
1291
$4K ﹤0.01%
+189
1292
$4K ﹤0.01%
+109
1293
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+49
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+32
1295
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+86
1296
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+119
1297
$4K ﹤0.01%
40
1298
$4K ﹤0.01%
117
1299
$4K ﹤0.01%
+1,836
1300
$4K ﹤0.01%
+851
50 51
52
53 54