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
1351
$2K ﹤0.01%
25
1352
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32
1353
$2K ﹤0.01%
95
1354
$2K ﹤0.01%
36
1355
$2K ﹤0.01%
434
1356
$2K ﹤0.01%
2,462
1357
$2K ﹤0.01%
22
1358
$2K ﹤0.01%
159
1359
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75
1360
$2K ﹤0.01%
189
-134
1361
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127
-135
1362
$2K ﹤0.01%
67
1363
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94
1364
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90
1365
$2K ﹤0.01%
52
1366
$2K ﹤0.01%
140
1367
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+73
1368
$2K ﹤0.01%
551
1369
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190
1370
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40
1371
$1K ﹤0.01%
338
1372
$1K ﹤0.01%
94
1373
$1K ﹤0.01%
100
1374
$1K ﹤0.01%
241
1375
$1K ﹤0.01%
100
-14
53 54
55
56 57