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
326
$1.34M 0.02%
8,917
-268
327
$1.34M 0.02%
74,892
-656
328
$1.33M 0.02%
3,436
+650
329
$1.31M 0.02%
6,393
-17
330
$1.31M 0.02%
9,825
331
$1.3M 0.02%
29,269
332
$1.29M 0.02%
9,769
333
$1.29M 0.02%
8,431
-350
334
$1.29M 0.02%
16,486
+1,701
335
$1.29M 0.02%
12,190
-2
336
$1.28M 0.02%
8,416
-34,472
337
$1.28M 0.02%
47,463
338
$1.27M 0.02%
17,641
+654
339
$1.24M 0.02%
3,533
-3
340
$1.24M 0.02%
23,349
341
$1.24M 0.02%
23,133
+625
342
$1.23M 0.02%
8,060
+226
343
$1.23M 0.02%
21,037
-503
344
$1.23M 0.02%
17,942
-159
345
$1.21M 0.02%
5,036
-243
346
$1.21M 0.02%
20,010
+2,880
347
$1.2M 0.02%
5,549
348
$1.19M 0.02%
8,298
+4,898
349
$1.19M 0.02%
32,088
-808
350
$1.19M 0.02%
4,456
+506
12 13
14
15 16