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
1476
$2.25K ﹤0.01%
50
-8
1477
$2.25K ﹤0.01%
22
1478
$2.23K ﹤0.01%
+32
1479
$2.23K ﹤0.01%
49
1480
$2.19K ﹤0.01%
24
-58
1481
$2.17K ﹤0.01%
149
1482
$2.15K ﹤0.01%
80
1483
$2.13K ﹤0.01%
+30
1484
$2.09K ﹤0.01%
201
1485
$2.06K ﹤0.01%
30
1486
$2.05K ﹤0.01%
100
1487
$1.96K ﹤0.01%
1,262
1488
$1.96K ﹤0.01%
178
-732
1489
$1.96K ﹤0.01%
160
1490
$1.94K ﹤0.01%
+500
1491
$1.93K ﹤0.01%
43
1492
$1.91K ﹤0.01%
23
1493
$1.91K ﹤0.01%
101
1494
$1.89K ﹤0.01%
+100
1495
$1.86K ﹤0.01%
150
1496
$1.81K ﹤0.01%
1,632
1497
$1.78K ﹤0.01%
191
-129
1498
$1.77K ﹤0.01%
234
1499
$1.74K ﹤0.01%
45
1500
$1.73K ﹤0.01%
+6
58 59
60
61 62