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
1326
$3K ﹤0.01%
62
-38
1327
$3K ﹤0.01%
208
+104
1328
$3K ﹤0.01%
+91
1329
$3K ﹤0.01%
+159
1330
$3K ﹤0.01%
+67
1331
$3K ﹤0.01%
116
1332
$3K ﹤0.01%
+123
1333
$3K ﹤0.01%
+74
1334
$3K ﹤0.01%
+53
1335
$3K ﹤0.01%
115
1336
$3K ﹤0.01%
+375
1337
$3K ﹤0.01%
+52
1338
$3K ﹤0.01%
+453
1339
$3K ﹤0.01%
+10
1340
$3K ﹤0.01%
50
1341
$3K ﹤0.01%
+41
1342
$3K ﹤0.01%
+55
1343
$3K ﹤0.01%
+860
1344
$3K ﹤0.01%
270
+15
1345
$3K ﹤0.01%
+150
1346
$3K ﹤0.01%
839
1347
$3K ﹤0.01%
+144
1348
$3K ﹤0.01%
50
+41
1349
$3K ﹤0.01%
45
1350
$3K ﹤0.01%
+551
52 53
54
55 56