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WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
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
+$13M
2
+$9.28M
3
+$6.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.45M

Top Sells

1
+$5.62M
2
+$4.6M
3
+$4.19M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

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%
9
1427
$1K ﹤0.01%
105
+31
1428
$1K ﹤0.01%
123
1429
$1K ﹤0.01%
24
1430
$1K ﹤0.01%
52
+10
1431
$1K ﹤0.01%
334
1432
$1K ﹤0.01%
47
1433
$1K ﹤0.01%
41
1434
$1K ﹤0.01%
25
-18
1435
$1K ﹤0.01%
161
1436
$1K ﹤0.01%
115
1437
$1K ﹤0.01%
35
+16
1438
$1K ﹤0.01%
232
1439
$1K ﹤0.01%
+97
1440
$1K ﹤0.01%
253
-253
1441
$1K ﹤0.01%
93
1442
$1K ﹤0.01%
65
1443
$1K ﹤0.01%
208
1444
$1K ﹤0.01%
872
+33
1445
$1K ﹤0.01%
140
1446
$1K ﹤0.01%
76
1447
$1K ﹤0.01%
2,000
1448
$1K ﹤0.01%
187
+134
1449
$1K ﹤0.01%
+7,000
1450
$1K ﹤0.01%
50
+25
56 57
58
59 60