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
1426
$1K ﹤0.01%
35
1427
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1428
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+65
1429
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103
1430
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1431
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1432
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1433
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1434
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1435
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1436
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1437
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1438
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1439
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1440
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25
1441
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1442
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1443
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1445
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1446
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35
+4
1447
$1K ﹤0.01%
13
1448
$1K ﹤0.01%
5
1449
$1K ﹤0.01%
+90
1450
$1K ﹤0.01%
13
56 57
58
59 60