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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
1451
$1K ﹤0.01%
200
1452
$1K ﹤0.01%
250
1453
$1K ﹤0.01%
265
1454
$1K ﹤0.01%
25
1455
$1K ﹤0.01%
+23
1456
$1K ﹤0.01%
33
1457
$1K ﹤0.01%
75
1458
$1K ﹤0.01%
23
1459
$1K ﹤0.01%
121
1460
$1K ﹤0.01%
14
1461
$1K ﹤0.01%
43
1462
$1K ﹤0.01%
51
1463
– –
-5,854
1464
– –
-105
1465
– –
-135
1466
– –
-313
1467
– –
-209
1468
– –
-4,000
1469
$0 ﹤0.01%
17
1470
$0 ﹤0.01%
45
-20
1471
– –
-27,113
1472
– –
-33
1473
– –
-432
1474
– –
-57
1475
– –
-55
57 58
59
60 61