WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.93B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,777
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$16M
3 +$8.85M
4
BLDR icon
Builders FirstSource
BLDR
+$7.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.93M

Top Sells

1 +$9.81M
2 +$9.76M
3 +$6.42M
4
MCRI icon
Monarch Casino & Resort
MCRI
+$5.76M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.51M

Sector Composition

1 Technology 20.1%
2 Financials 12.63%
3 Healthcare 9.96%
4 Consumer Discretionary 7.8%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$6K ﹤0.01%
36
1427
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1428
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837
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1429
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1430
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1431
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1432
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1433
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675
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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2,530
1439
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1440
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+7
1441
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1442
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1443
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1444
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1445
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895
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1447
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1448
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200
1449
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1450
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66