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
1326
$2K ﹤0.01%
5,800
1327
$2K ﹤0.01%
30
1328
$2K ﹤0.01%
62
1329
$2K ﹤0.01%
97
1330
$2K ﹤0.01%
100
-49
1331
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190
+157
1332
$2K ﹤0.01%
187
1333
$2K ﹤0.01%
31
1334
$2K ﹤0.01%
53
-36
1335
$2K ﹤0.01%
115
1336
$2K ﹤0.01%
150
1337
$2K ﹤0.01%
86
1338
$2K ﹤0.01%
36
+14
1339
$2K ﹤0.01%
70
1340
$2K ﹤0.01%
+73
1341
$2K ﹤0.01%
50
1342
$2K ﹤0.01%
62
-2,068
1343
$2K ﹤0.01%
+50
1344
$2K ﹤0.01%
+12
1345
$2K ﹤0.01%
84
1346
$2K ﹤0.01%
197
-367
1347
$2K ﹤0.01%
558
1348
$2K ﹤0.01%
186
1349
$2K ﹤0.01%
144
1350
$2K ﹤0.01%
235
-2
52 53
54
55 56