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
$3.06B
AUM Growth
-$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.83M
3
+$5.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.49M

Top Sells

1
+$4.69M
2
+$4.38M
3
+$3.85M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.22M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.95M

Sector Composition

1 Technology 15.1%
2 Financials 12.32%
3 Healthcare 10.44%
4 Consumer Discretionary 7.34%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$4K ﹤0.01%
161
-37
1277
$4K ﹤0.01%
6,075
1278
$4K ﹤0.01%
299
1279
$3K ﹤0.01%
367
-34
1280
$3K ﹤0.01%
385
1281
$3K ﹤0.01%
432
1282
$3K ﹤0.01%
337
-192
1283
$3K ﹤0.01%
43
1284
$3K ﹤0.01%
200
1285
$3K ﹤0.01%
201
1286
$3K ﹤0.01%
1,963
-51
1287
$3K ﹤0.01%
269
1288
$3K ﹤0.01%
700
1289
$3K ﹤0.01%
1,028
1290
$3K ﹤0.01%
198
1291
$3K ﹤0.01%
455
+353
1292
$3K ﹤0.01%
50
1293
$3K ﹤0.01%
67
1294
$3K ﹤0.01%
67
1295
$3K ﹤0.01%
111
1296
$3K ﹤0.01%
380
1297
$3K ﹤0.01%
356
1298
$3K ﹤0.01%
524
1299
$3K ﹤0.01%
489
1300
$3K ﹤0.01%
94
50 51
52
53 54