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
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.63M
4
PYPL icon
PayPal
PYPL
+$6.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.58M

Top Sells

1
+$6.65M
2
+$6.21M
3
+$5.24M
4
T icon
AT&T
T
+$5.06M
5
MDB icon
MongoDB
MDB
+$3.64M

Sector Composition

1 Technology 19.92%
2 Financials 12.3%
3 Healthcare 9.83%
4 Consumer Discretionary 8.69%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.65M 0.04%
46,757
+583
252
$2.62M 0.04%
16,263
+15
253
$2.6M 0.04%
10,776
+570
254
$2.58M 0.04%
268,034
+17,269
255
$2.58M 0.04%
7,263
+395
256
$2.55M 0.04%
29,014
257
$2.53M 0.04%
81,259
+1,137
258
$2.53M 0.04%
17,759
+555
259
$2.51M 0.04%
2,963
+93
260
$2.49M 0.04%
14,690
-167
261
$2.47M 0.04%
23,591
-713
262
$2.44M 0.04%
13,118
-33,313
263
$2.44M 0.04%
100,526
264
$2.4M 0.04%
5,229
+4
265
$2.39M 0.04%
87,903
-6,700
266
$2.35M 0.04%
35,382
-1,405
267
$2.33M 0.04%
9,529
268
$2.31M 0.04%
22,292
+735
269
$2.27M 0.04%
13,135
+400
270
$2.24M 0.04%
12,254
+139
271
$2.22M 0.04%
21,164
+760
272
$2.21M 0.04%
20,391
+5,412
273
$2.18M 0.04%
4,057
274
$2.17M 0.04%
15,611
+428
275
$2.16M 0.04%
46,934
+1,292
9 10
11
12 13