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
1426
$3.63K ﹤0.01%
298
-603
1427
$3.62K ﹤0.01%
32
-148
1428
$3.62K ﹤0.01%
102
1429
$3.59K ﹤0.01%
33
1430
$3.57K ﹤0.01%
70
1431
$3.52K ﹤0.01%
118
1432
$3.49K ﹤0.01%
+32
1433
$3.48K ﹤0.01%
155
1434
$3.44K ﹤0.01%
115
1435
$3.37K ﹤0.01%
245
1436
$3.37K ﹤0.01%
145
1437
$3.37K ﹤0.01%
+28
1438
$3.31K ﹤0.01%
250
1439
$3.29K ﹤0.01%
63
1440
$3.29K ﹤0.01%
40
1441
$3.24K ﹤0.01%
289
1442
$3.23K ﹤0.01%
45
1443
$3.21K ﹤0.01%
75
1444
$3.2K ﹤0.01%
172
1445
$3.16K ﹤0.01%
125
1446
$3.04K ﹤0.01%
50
-459
1447
$3.04K ﹤0.01%
74
1448
$3.02K ﹤0.01%
212
1449
$2.99K ﹤0.01%
175
1450
$2.97K ﹤0.01%
46
56 57
58
59 60