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
1301
$9.51K ﹤0.01%
307
1302
$9.36K ﹤0.01%
140
1303
$9.33K ﹤0.01%
269
1304
$9.31K ﹤0.01%
446
1305
$9.28K ﹤0.01%
+264
1306
$9.24K ﹤0.01%
175
1307
$9.22K ﹤0.01%
289
1308
$9.22K ﹤0.01%
+90
1309
$9.16K ﹤0.01%
360
1310
$9.16K ﹤0.01%
126
1311
$9.13K ﹤0.01%
196
1312
$9.04K ﹤0.01%
219
+165
1313
$9.04K ﹤0.01%
184
1314
$8.99K ﹤0.01%
222
-144
1315
$8.98K ﹤0.01%
500
-2,500
1316
$8.89K ﹤0.01%
1,631
1317
$8.88K ﹤0.01%
+230
1318
$8.8K ﹤0.01%
180
+15
1319
$8.79K ﹤0.01%
225
1320
$8.74K ﹤0.01%
129
-430
1321
$8.72K ﹤0.01%
+110
1322
$8.66K ﹤0.01%
170
1323
$8.61K ﹤0.01%
537
1324
$8.57K ﹤0.01%
317
1325
$8.39K ﹤0.01%
682