WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+10.03%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$5.14B
AUM Growth
+$370M
(+7.7%)
Cap. Flow
-$39M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
1,768
New
56
Increased
311
Reduced
508
Closed
146
Top Buys
| 1 |
Charles Schwab
SCHW
|
$17.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$14.3M |
| 3 |
Sun Communities
SUI
|
$11M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.64M |
| 5 |
Advanced Micro Devices
AMD
|
$6.99M |
Top Sells
| 1 |
Stryker
SYK
|
$32.3M |
| 2 |
Citigroup
C
|
$11.1M |
| 3 |
Aptiv
APTV
|
$10.8M |
| 4 |
ResMed
RMD
|
$10M |
| 5 |
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% |
