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
401
$911K 0.01%
36,904
402
$906K 0.01%
1,390
+93
403
$905K 0.01%
24,038
404
$901K 0.01%
35,200
405
$896K 0.01%
35,760
+21,123
406
$883K 0.01%
28,541
-10
407
$877K 0.01%
13,266
+380
408
$875K 0.01%
7,908
409
$859K 0.01%
13,744
-203
410
$839K 0.01%
2,268
411
$833K 0.01%
92,000
412
$833K 0.01%
6,218
+13
413
$825K 0.01%
5,114
414
$806K 0.01%
7,619
415
$801K 0.01%
10,140
416
$795K 0.01%
6,012
+209
417
$794K 0.01%
7,393
-849
418
$793K 0.01%
5,627
-52
419
$784K 0.01%
36,468
+2,000
420
$780K 0.01%
3,860
421
$776K 0.01%
71,421
-6,472
422
$772K 0.01%
10,565
+98
423
$764K 0.01%
13,140
424
$748K 0.01%
8,220
+1,310
425
$740K 0.01%
35,061
-1,474
15 16
17
18 19