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
1501
$1.65K ﹤0.01%
43
1502
$1.62K ﹤0.01%
7
-38
1503
$1.6K ﹤0.01%
76
-47
1504
$1.59K ﹤0.01%
162
1505
$1.55K ﹤0.01%
84
1506
$1.53K ﹤0.01%
31
1507
$1.53K ﹤0.01%
+29
1508
$1.52K ﹤0.01%
19
1509
$1.49K ﹤0.01%
19
1510
$1.46K ﹤0.01%
36
1511
$1.46K ﹤0.01%
11
1512
$1.46K ﹤0.01%
+55
1513
$1.43K ﹤0.01%
35
1514
$1.43K ﹤0.01%
200
1515
$1.41K ﹤0.01%
111
1516
$1.39K ﹤0.01%
59
1517
$1.36K ﹤0.01%
+79
1518
$1.35K ﹤0.01%
50
1519
$1.31K ﹤0.01%
82
1520
$1.28K ﹤0.01%
119
1521
$1.27K ﹤0.01%
25
1522
$1.26K ﹤0.01%
200
-3,000
1523
$1.24K ﹤0.01%
165
-500
1524
$1.21K ﹤0.01%
25
1525
$1.2K ﹤0.01%
50
59 60
61
62 63