We are live on ! Find out more
WT

Whittier Trust Portfolio holdings

AUM $8.86B
1-Year Est. Return 28.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.06B
AUM Growth
-$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$9.28M
3
+$6.71M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.45M

Top Sells

1
+$5.62M
2
+$4.6M
3
+$4.19M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.03M
5
OEF icon
iShares S&P 100 ETF
OEF
+$2.19M

Sector Composition

1 Technology 15.1%
2 Financials 12.32%
3 Healthcare 10.44%
4 Consumer Discretionary 7.34%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$0 ﹤0.01%
186
1527
– –
-300
1528
– –
-28
1529
$0 ﹤0.01%
20
-32
1530
$0 ﹤0.01%
32
1531
$0 ﹤0.01%
53
1532
– –
-19
1533
– –
-20
1534
$0 ﹤0.01%
12
1535
– –
-39
1536
– –
-1,300
1537
$0 ﹤0.01%
6
1538
$0 ﹤0.01%
6
1539
– –
-277
1540
$0 ﹤0.01%
71
-17
1541
$0 ﹤0.01%
60
1542
– –
-200
1543
– –
0
1544
$0 ﹤0.01%
15
1545
– –
-44
1546
– –
-12
1547
$0 ﹤0.01%
+16
1548
– –
-4
1549
– –
-74
1550
– –
-13
60 61
62
63 64