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
1451
$1K ﹤0.01%
125
-50
1452
$1K ﹤0.01%
+84
1453
$1K ﹤0.01%
12
+5
1454
$1K ﹤0.01%
+50
1455
$1K ﹤0.01%
16
1456
$1K ﹤0.01%
+50
1457
$1K ﹤0.01%
+15
1458
$1K ﹤0.01%
+12
1459
$1K ﹤0.01%
+21
1460
$1K ﹤0.01%
16
1461
$1K ﹤0.01%
57
1462
$1K ﹤0.01%
23
1463
$1K ﹤0.01%
25
-3
1464
$1K ﹤0.01%
8
1465
$1K ﹤0.01%
140
1466
$1K ﹤0.01%
65
1467
$1K ﹤0.01%
60
1468
$1K ﹤0.01%
21
1469
$1K ﹤0.01%
+49
1470
$1K ﹤0.01%
+40
1471
$1K ﹤0.01%
335
1472
$1K ﹤0.01%
+22
1473
$1K ﹤0.01%
19
1474
$1K ﹤0.01%
27
1475
$1K ﹤0.01%
39
57 58
59
60 61