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
1301
$3K ﹤0.01%
95
-40
1302
$3K ﹤0.01%
172
1303
$3K ﹤0.01%
+61
1304
$3K ﹤0.01%
700
-5,500
1305
$3K ﹤0.01%
124
1306
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45
1307
$3K ﹤0.01%
51
1308
$3K ﹤0.01%
66
1309
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59
1310
$3K ﹤0.01%
431
1311
$3K ﹤0.01%
366
1312
$3K ﹤0.01%
234
1313
$3K ﹤0.01%
365
1314
$3K ﹤0.01%
279
-293
1315
$3K ﹤0.01%
230
1316
$3K ﹤0.01%
1,836
1317
$3K ﹤0.01%
100
1318
$3K ﹤0.01%
102
-72
1319
$3K ﹤0.01%
165
1320
$3K ﹤0.01%
50
1321
$3K ﹤0.01%
625
1322
$2K ﹤0.01%
95
1323
$2K ﹤0.01%
218
1324
$2K ﹤0.01%
+73
1325
$2K ﹤0.01%
235
-2
51 52
53
54 55