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

Top Buys

1
+$9.49M
2
+$9M
3
+$3.73M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.48M

Top Sells

1
+$7.55M
2
+$3.92M
3
+$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
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%
114
1277
$4K ﹤0.01%
+116
1278
$4K ﹤0.01%
175
1279
$4K ﹤0.01%
149
1280
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100
1281
$4K ﹤0.01%
+45
1282
$4K ﹤0.01%
174
-212
1283
$4K ﹤0.01%
+189
1284
$4K ﹤0.01%
+1,853
1285
$4K ﹤0.01%
155
1286
$4K ﹤0.01%
40
1287
$4K ﹤0.01%
117
1288
$4K ﹤0.01%
+1,836
1289
$4K ﹤0.01%
+851
1290
$4K ﹤0.01%
100
1291
$4K ﹤0.01%
+862
1292
$4K ﹤0.01%
+186
1293
$4K ﹤0.01%
44
-28
1294
$4K ﹤0.01%
+1,123
1295
$4K ﹤0.01%
+600
1296
$4K ﹤0.01%
190
1297
$4K ﹤0.01%
362
1298
$4K ﹤0.01%
+155
1299
$4K ﹤0.01%
+109
1300
$4K ﹤0.01%
+49
50 51
52
53 54