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
$5.93B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,777
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$16.2M
3
+$8.48M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.99M
5
BLDR icon
Builders FirstSource
BLDR
+$6.94M

Top Sells

1
+$9.95M
2
+$9.68M
3
+$6.73M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.5M

Sector Composition

1 Technology 20.1%
2 Financials 12.63%
3 Healthcare 9.96%
4 Consumer Discretionary 7.8%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2K ﹤0.01%
+26
1552
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36
1553
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95
1554
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18
1555
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29
1556
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32
1557
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+35
1558
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+10
1559
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119
1560
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+44
1561
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+54
1562
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+11
1563
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77
1564
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45
1565
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134
1566
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+30
1567
$2K ﹤0.01%
1,262
1568
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71
1569
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11
1570
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105
-13,891
1571
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24
1572
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436
1573
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100
1574
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23
-52
1575
$2K ﹤0.01%
18
+5
61 62
63
64 65