WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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 +$50.1M
2 +$16M
3 +$8.85M
4
BLDR icon
Builders FirstSource
BLDR
+$7.81M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.93M

Top Sells

1 +$9.81M
2 +$9.76M
3 +$6.42M
4
MCRI icon
Monarch Casino & Resort
MCRI
+$5.76M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.51M

Sector Composition

1 Technology 20.1%
2 Financials 12.63%
3 Healthcare 9.96%
4 Consumer Discretionary 7.8%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1K ﹤0.01%
5
-39
1627
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24
1628
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1629
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+41
1630
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28
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1631
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+555
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+21
1634
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625
1635
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105
1640
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+25
1641
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1643
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1644
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+27
1645
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55
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+17
1647
$1K ﹤0.01%
15
1648
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196
1649
$1K ﹤0.01%
+17
1650
$1K ﹤0.01%
42