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
1276
$10.8K ﹤0.01%
640
1277
$10.7K ﹤0.01%
664
1278
$10.7K ﹤0.01%
216
-88
1279
$10.6K ﹤0.01%
1,649
1280
$10.6K ﹤0.01%
90
1281
$10.5K ﹤0.01%
350
1282
$10.4K ﹤0.01%
432
1283
$10.3K ﹤0.01%
357
1284
$10.3K ﹤0.01%
193
-1,361
1285
$10.2K ﹤0.01%
2,500
-71
1286
$10.2K ﹤0.01%
128
1287
$10.1K ﹤0.01%
413
-60
1288
$10K ﹤0.01%
42
1289
$9.98K ﹤0.01%
42
+6
1290
$9.91K ﹤0.01%
1,441
1291
$9.87K ﹤0.01%
380
1292
$9.82K ﹤0.01%
741
1293
$9.75K ﹤0.01%
536
1294
$9.73K ﹤0.01%
690
-3,050
1295
$9.71K ﹤0.01%
993
1296
$9.67K ﹤0.01%
1,081
-836
1297
$9.66K ﹤0.01%
846
1298
$9.6K ﹤0.01%
159
+1
1299
$9.57K ﹤0.01%
350
1300
$9.56K ﹤0.01%
+45
50 51
52
53 54