WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$9.45M
2
+$8.7M
3
+$3.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.71M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.67M

Top Sells

1
+$7.52M
2
+$3.92M
3
+$3.41M
4
PRU icon
Prudential Financial
PRU
+$2.82M
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
1376
$2K ﹤0.01%
102
1377
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55
1378
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105
1379
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+68
1380
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150
1381
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1382
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60
1383
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1384
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1385
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25
1386
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18
1387
$2K ﹤0.01%
+31
1388
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+23
1389
$2K ﹤0.01%
22
1390
$2K ﹤0.01%
+33
1391
$2K ﹤0.01%
362
1392
$2K ﹤0.01%
32
1393
$2K ﹤0.01%
+83
1394
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339
1395
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7
1396
$2K ﹤0.01%
+94
1397
$2K ﹤0.01%
596
1398
$2K ﹤0.01%
42
1399
$2K ﹤0.01%
+72
1400
$2K ﹤0.01%
+82
54 55
56
57 58