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
$3.49B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$9M
3
+$3.73M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.48M

Top Sells

1
+$7.55M
2
+$3.92M
3
+$3.63M
4
PRU icon
Prudential Financial
PRU
+$2.8M
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%
25
1377
$2K ﹤0.01%
18
1378
$2K ﹤0.01%
87
+54
1379
$2K ﹤0.01%
170
1380
$2K ﹤0.01%
32
1381
$2K ﹤0.01%
+31
1382
$2K ﹤0.01%
+23
1383
$2K ﹤0.01%
22
1384
$2K ﹤0.01%
+33
1385
$2K ﹤0.01%
362
1386
$2K ﹤0.01%
32
1387
$2K ﹤0.01%
+83
1388
$2K ﹤0.01%
+94
1389
$2K ﹤0.01%
59
1390
$2K ﹤0.01%
40
1391
$2K ﹤0.01%
339
1392
$2K ﹤0.01%
7
1393
$2K ﹤0.01%
+94
1394
$2K ﹤0.01%
596
1395
$2K ﹤0.01%
42
1396
$2K ﹤0.01%
+72
1397
$2K ﹤0.01%
24
1398
$2K ﹤0.01%
+88
1399
$2K ﹤0.01%
+74
1400
$2K ﹤0.01%
+82
54 55
56
57 58