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
1326
$8.32K ﹤0.01%
100
1327
$8.26K ﹤0.01%
292
-50
1328
$8.24K ﹤0.01%
140
-10,000
1329
$8.23K ﹤0.01%
198
1330
$8.16K ﹤0.01%
2,020
1331
$8.16K ﹤0.01%
402
1332
$8.13K ﹤0.01%
449
1333
$8.12K ﹤0.01%
7
1334
$7.85K ﹤0.01%
411
1335
$7.81K ﹤0.01%
196
1336
$7.8K ﹤0.01%
340
1337
$7.4K ﹤0.01%
107
1338
$7.37K ﹤0.01%
5,800
1339
$7.29K ﹤0.01%
310
1340
$7.16K ﹤0.01%
582
-1,098
1341
$7.16K ﹤0.01%
510
-1,961
1342
$7.15K ﹤0.01%
+290
1343
$7.11K ﹤0.01%
338
1344
$7.05K ﹤0.01%
+325
1345
$6.96K ﹤0.01%
100
1346
$6.9K ﹤0.01%
64
1347
$6.89K ﹤0.01%
210
-471
1348
$6.88K ﹤0.01%
259
1349
$6.84K ﹤0.01%
100
1350
$6.83K ﹤0.01%
51
52 53
54
55 56