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
1526
$1.2K ﹤0.01%
381
1527
$1.19K ﹤0.01%
216
1528
$1.19K ﹤0.01%
+16
1529
$1.18K ﹤0.01%
268
-68
1530
$1.15K ﹤0.01%
228
-4,544
1531
$1.14K ﹤0.01%
51
1532
$1.13K ﹤0.01%
349
1533
$1.13K ﹤0.01%
179
-2,746
1534
$1.12K ﹤0.01%
4
-98
1535
$1.1K ﹤0.01%
46
1536
$1.06K ﹤0.01%
14
1537
$1.04K ﹤0.01%
11
1538
$1.03K ﹤0.01%
+217
1539
$995 ﹤0.01%
47
-278
1540
$988 ﹤0.01%
159
1541
$978 ﹤0.01%
55
1542
$966 ﹤0.01%
+14
1543
$941 ﹤0.01%
148
-75
1544
$932 ﹤0.01%
60
1545
$928 ﹤0.01%
200
1546
$906 ﹤0.01%
37
1547
$903 ﹤0.01%
65
1548
$896 ﹤0.01%
105
1549
$861 ﹤0.01%
94
1550
$849 ﹤0.01%
24
60 61
62
63 64