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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
1551
– –
-2,520
1552
– –
-8
1553
– –
-1,274
1554
$0 ﹤0.01%
2
1555
$0 ﹤0.01%
5
1556
$0 ﹤0.01%
+3
1557
$0 ﹤0.01%
2
-293
1558
– –
-313
1559
$0 ﹤0.01%
+13
1560
– –
-37
1561
$0 ﹤0.01%
78
+37
1562
– –
-6
1563
$0 ﹤0.01%
+47
1564
– –
-1,050
1565
– –
-30
1566
– –
-267
1567
$0 ﹤0.01%
1
1568
– –
-14
1569
– –
-12,240
1570
$0 ﹤0.01%
43
-108
1571
$0 ﹤0.01%
37
1572
– –
-111
1573
$0 ﹤0.01%
196
1574
– –
-47
1575
– –
-103
61 62
63
64 65