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
1351
$6.8K ﹤0.01%
+340
1352
$6.75K ﹤0.01%
189
1353
$6.75K ﹤0.01%
359
1354
$6.75K ﹤0.01%
108
1355
$6.73K ﹤0.01%
200
1356
$6.69K ﹤0.01%
104
1357
$6.62K ﹤0.01%
235
1358
$6.5K ﹤0.01%
200
1359
$6.44K ﹤0.01%
200
1360
$6.43K ﹤0.01%
+357
1361
$6.22K ﹤0.01%
26
1362
$6.15K ﹤0.01%
310
1363
$6.14K ﹤0.01%
66
1364
$6.14K ﹤0.01%
412
1365
$6.11K ﹤0.01%
581
1366
$6.07K ﹤0.01%
232
1367
$6K ﹤0.01%
85
-58
1368
$5.98K ﹤0.01%
200
1369
$5.95K ﹤0.01%
100
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$5.75K ﹤0.01%
320
-2,500
1371
$5.64K ﹤0.01%
72
-16
1372
$5.62K ﹤0.01%
20
1373
$5.55K ﹤0.01%
950
1374
$5.52K ﹤0.01%
207
1375
$5.52K ﹤0.01%
648