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
301
$1.66M 0.03%
2,514
-218
302
$1.63M 0.03%
5,340
303
$1.62M 0.03%
22,179
-628
304
$1.58M 0.03%
98,260
+10,220
305
$1.58M 0.03%
69,023
+1,756
306
$1.56M 0.03%
32,977
-983
307
$1.56M 0.03%
25,628
+600
308
$1.56M 0.03%
16,755
-1,520
309
$1.55M 0.03%
89,789
+2,528
310
$1.51M 0.02%
125,606
-2,194
311
$1.5M 0.02%
6,394
312
$1.47M 0.02%
12,781
-273
313
$1.46M 0.02%
12,033
314
$1.46M 0.02%
16,759
+329
315
$1.45M 0.02%
26,314
+6,177
316
$1.45M 0.02%
24,610
317
$1.44M 0.02%
17,005
318
$1.44M 0.02%
14,002
319
$1.43M 0.02%
36,067
320
$1.4M 0.02%
22,494
321
$1.39M 0.02%
37,699
-1,450
322
$1.38M 0.02%
20,598
+2,752
323
$1.37M 0.02%
1,018
-185
324
$1.35M 0.02%
33,573
-7,935
325
$1.35M 0.02%
8,064
+167
11 12
13
14 15