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
376
$999K 0.02%
17,775
+2,349
377
$995K 0.02%
33,596
-286
378
$989K 0.02%
9,428
+930
379
$987K 0.02%
5,019
-9
380
$985K 0.02%
12,191
-1,320
381
$982K 0.02%
10,578
382
$981K 0.02%
41,371
383
$973K 0.02%
5,537
+97
384
$961K 0.02%
3,571
385
$956K 0.02%
27,350
+1,950
386
$954K 0.02%
15,740
-605
387
$953K 0.02%
5,387
+1,400
388
$952K 0.02%
12,123
+1,021
389
$950K 0.02%
26,900
390
$948K 0.02%
6,053
+35
391
$947K 0.02%
5,433
+328
392
$945K 0.02%
2,420
+134
393
$944K 0.02%
3,649
394
$939K 0.02%
761
395
$933K 0.02%
10,880
-400
396
$928K 0.02%
10,002
+750
397
$923K 0.02%
28,359
+5,026
398
$922K 0.02%
2,899
+136
399
$921K 0.02%
5,656
400
$918K 0.01%
3,055
+1,748
14 15
16
17 18