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
1401
$4.46K ﹤0.01%
300
-2,000
1402
$4.35K ﹤0.01%
59
1403
$4.35K ﹤0.01%
356
1404
$4.26K ﹤0.01%
13
+5
1405
$4.25K ﹤0.01%
+15
1406
$4.21K ﹤0.01%
50
1407
$4.19K ﹤0.01%
111
1408
$4.18K ﹤0.01%
196
1409
$4.17K ﹤0.01%
78
1410
$4.05K ﹤0.01%
188
1411
$4K ﹤0.01%
279
1412
$4K ﹤0.01%
141
-2
1413
$4K ﹤0.01%
50
1414
$4K ﹤0.01%
101
1415
$3.94K ﹤0.01%
341
1416
$3.9K ﹤0.01%
144
1417
$3.89K ﹤0.01%
112
1418
$3.88K ﹤0.01%
240
1419
$3.87K ﹤0.01%
72
1420
$3.84K ﹤0.01%
119
-517
1421
$3.79K ﹤0.01%
150
-500
1422
$3.71K ﹤0.01%
127
1423
$3.71K ﹤0.01%
110
1424
$3.7K ﹤0.01%
178
1425
$3.66K ﹤0.01%
78
55 56
57
58 59