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
276
$2.15M 0.04%
65,283
-9,226
277
$2.14M 0.03%
109,090
+3,489
278
$2.09M 0.03%
39,483
-100
279
$2.08M 0.03%
81,087
+13,376
280
$2.07M 0.03%
20,010
-907
281
$2.05M 0.03%
8,383
+251
282
$2.02M 0.03%
10,094
+122
283
$1.98M 0.03%
93,485
284
$1.98M 0.03%
4,023
+387
285
$1.94M 0.03%
11,435
+325
286
$1.93M 0.03%
65,800
287
$1.91M 0.03%
41,602
288
$1.89M 0.03%
64,355
+2,453
289
$1.89M 0.03%
16,757
+453
290
$1.87M 0.03%
34,481
-129
291
$1.85M 0.03%
8,875
+502
292
$1.84M 0.03%
12,188
+492
293
$1.82M 0.03%
51,836
294
$1.8M 0.03%
16,605
+9,612
295
$1.8M 0.03%
18,587
+3,012
296
$1.79M 0.03%
6,549
+81
297
$1.79M 0.03%
7,291
+187
298
$1.78M 0.03%
24,794
+494
299
$1.73M 0.03%
14,698
+198
300
$1.68M 0.03%
5,581
10 11
12
13 14