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
1401
$1K ﹤0.01%
163
1402
$1K ﹤0.01%
91
1403
$1K ﹤0.01%
107
+79
1404
$1K ﹤0.01%
+23
1405
$1K ﹤0.01%
+22
1406
$1K ﹤0.01%
33
1407
$1K ﹤0.01%
75
1408
$1K ﹤0.01%
475
+113
1409
$1K ﹤0.01%
84
1410
$1K ﹤0.01%
32
1411
$1K ﹤0.01%
29
1412
$1K ﹤0.01%
23
1413
$1K ﹤0.01%
74
-204
1414
$1K ﹤0.01%
19
-135
1415
$1K ﹤0.01%
40
1416
$1K ﹤0.01%
8
1417
$1K ﹤0.01%
140
1418
$1K ﹤0.01%
65
1419
$1K ﹤0.01%
45
1420
$1K ﹤0.01%
+117
1421
$1K ﹤0.01%
35
1422
$1K ﹤0.01%
+18
1423
$1K ﹤0.01%
145
1424
$1K ﹤0.01%
3
1425
$1K ﹤0.01%
23
55 56
57
58 59