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
1426
$1K ﹤0.01%
24
1427
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52
+10
1428
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334
1429
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47
1430
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1431
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1432
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14
1433
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1434
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1435
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35
+16
1436
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51
1437
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232
1438
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+97
1439
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253
-253
1440
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872
+33
1441
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1442
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1443
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2,000
1444
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187
+134
1445
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50
+25
1446
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200
1447
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250
1448
$1K ﹤0.01%
184
-2
1449
$1K ﹤0.01%
29
-23
1450
$1K ﹤0.01%
119
56 57
58
59 60