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
1451
$2.95K ﹤0.01%
67
1452
$2.92K ﹤0.01%
36
1453
$2.85K ﹤0.01%
75
1454
$2.85K ﹤0.01%
27
-33
1455
$2.81K ﹤0.01%
90
1456
– –
0
1457
$2.76K ﹤0.01%
28
-201
1458
$2.66K ﹤0.01%
202
1459
$2.65K ﹤0.01%
125
1460
$2.64K ﹤0.01%
298
1461
$2.63K ﹤0.01%
79
-121
1462
$2.6K ﹤0.01%
+80
1463
$2.59K ﹤0.01%
124
1464
$2.56K ﹤0.01%
1,063
1465
$2.55K ﹤0.01%
298
-6
1466
$2.53K ﹤0.01%
95
1467
$2.53K ﹤0.01%
+61
1468
$2.53K ﹤0.01%
31
-4
1469
$2.52K ﹤0.01%
100
1470
$2.52K ﹤0.01%
35
1471
$2.5K ﹤0.01%
315
-1,971
1472
$2.49K ﹤0.01%
18
1473
$2.48K ﹤0.01%
55
+48
1474
$2.47K ﹤0.01%
576
1475
$2.36K ﹤0.01%
82
57 58
59
60 61