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
1501
$1K ﹤0.01%
23
1502
$1K ﹤0.01%
29
-7
1503
$1K ﹤0.01%
21
1504
$1K ﹤0.01%
+49
1505
$1K ﹤0.01%
+40
1506
$1K ﹤0.01%
335
1507
$1K ﹤0.01%
+22
1508
$1K ﹤0.01%
19
1509
$1K ﹤0.01%
27
1510
$1K ﹤0.01%
39
1511
$1K ﹤0.01%
+35
1512
$1K ﹤0.01%
12
1513
$1K ﹤0.01%
15
1514
$1K ﹤0.01%
63
1515
$1K ﹤0.01%
3
1516
$1K ﹤0.01%
123
1517
$1K ﹤0.01%
27
1518
$1K ﹤0.01%
24
1519
$1K ﹤0.01%
12
1520
$1K ﹤0.01%
32
1521
$1K ﹤0.01%
161
1522
$1K ﹤0.01%
+20
1523
$1K ﹤0.01%
124
+19
1524
$1K ﹤0.01%
27
+10
1525
$1K ﹤0.01%
14
59 60
61
62 63