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
1376
$5.51K ﹤0.01%
5,511
1377
$5.46K ﹤0.01%
508
-660
1378
$5.38K ﹤0.01%
800
1379
$5.25K ﹤0.01%
248
1380
$5.18K ﹤0.01%
192
-414
1381
$5.17K ﹤0.01%
80
1382
$5.14K ﹤0.01%
113
1383
$5.14K ﹤0.01%
350
1384
$5.14K ﹤0.01%
1,889
1385
$5.12K ﹤0.01%
481
1386
$5.11K ﹤0.01%
124
1387
$5.1K ﹤0.01%
67
1388
$5.05K ﹤0.01%
50
1389
$5.05K ﹤0.01%
167
1390
$4.97K ﹤0.01%
+290
1391
$4.76K ﹤0.01%
267
1392
$4.74K ﹤0.01%
10
1393
$4.68K ﹤0.01%
300
-30
1394
$4.62K ﹤0.01%
160
-2,185
1395
$4.6K ﹤0.01%
81
-489
1396
$4.57K ﹤0.01%
60
1397
$4.55K ﹤0.01%
340
-1,101
1398
$4.54K ﹤0.01%
+250
1399
$4.49K ﹤0.01%
77
1400
$4.47K ﹤0.01%
275
54 55
56
57 58