WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$9.45M
2
+$8.7M
3
+$3.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.71M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.67M

Top Sells

1
+$7.52M
2
+$3.92M
3
+$3.41M
4
PRU icon
Prudential Financial
PRU
+$2.82M
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%
24
1502
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1503
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1504
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1505
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1506
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1507
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1508
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1509
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25
-3
1510
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1511
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1512
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+75
1513
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1514
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3
1515
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1516
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29
-7
1517
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+40
1519
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1520
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+22
1521
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1522
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27
1523
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39
1524
$1K ﹤0.01%
+35
1525
$1K ﹤0.01%
12
59 60
61
62 63