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%
40
1302
$4K ﹤0.01%
117
1303
$4K ﹤0.01%
+1,836
1304
$4K ﹤0.01%
+851
1305
$4K ﹤0.01%
100
1306
$4K ﹤0.01%
+862
1307
$4K ﹤0.01%
+186
1308
$4K ﹤0.01%
44
-28
1309
$4K ﹤0.01%
+1,123
1310
$4K ﹤0.01%
+600
1311
$4K ﹤0.01%
190
1312
$4K ﹤0.01%
362
1313
$3K ﹤0.01%
50
1314
$3K ﹤0.01%
+70
1315
$3K ﹤0.01%
+79
1316
$3K ﹤0.01%
+36
1317
$3K ﹤0.01%
40
1318
$3K ﹤0.01%
207
1319
$3K ﹤0.01%
+95
1320
$3K ﹤0.01%
201
1321
$3K ﹤0.01%
+36
1322
$3K ﹤0.01%
50
1323
$3K ﹤0.01%
67
1324
$3K ﹤0.01%
+356
1325
$3K ﹤0.01%
+75
51 52
53
54 55