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
1301
$4K ﹤0.01%
+32
1302
$4K ﹤0.01%
+86
1303
$4K ﹤0.01%
+119
1304
$4K ﹤0.01%
258
+24
1305
$4K ﹤0.01%
50
1306
$4K ﹤0.01%
67
1307
$4K ﹤0.01%
100
1308
$4K ﹤0.01%
+4
1309
$4K ﹤0.01%
+112
1310
$4K ﹤0.01%
+489
1311
$4K ﹤0.01%
170
1312
$4K ﹤0.01%
+97
1313
$3K ﹤0.01%
+75
1314
$3K ﹤0.01%
+159
1315
$3K ﹤0.01%
+67
1316
$3K ﹤0.01%
116
1317
$3K ﹤0.01%
+123
1318
$3K ﹤0.01%
+74
1319
$3K ﹤0.01%
+53
1320
$3K ﹤0.01%
115
1321
$3K ﹤0.01%
+70
1322
$3K ﹤0.01%
+52
1323
$3K ﹤0.01%
+453
1324
$3K ﹤0.01%
+10
1325
$3K ﹤0.01%
50
51 52
53
54 55