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
451
$589K 0.01%
3,261
452
$586K 0.01%
2,809
+482
453
$574K 0.01%
14,726
-145
454
$569K 0.01%
36,470
+11,434
455
$562K 0.01%
6,332
+2,010
456
$562K 0.01%
7,365
457
$562K 0.01%
2,216
-4,451
458
$561K 0.01%
3,602
+325
459
$559K 0.01%
5,400
460
$552K 0.01%
22,192
461
$543K 0.01%
34,332
-250
462
$543K 0.01%
+364
463
$539K 0.01%
6,992
-447
464
$537K 0.01%
4,721
465
$536K 0.01%
7,587
+6,693
466
$536K 0.01%
17,463
-388
467
$531K 0.01%
6,180
-100
468
$530K 0.01%
807
+273
469
$530K 0.01%
54,566
470
$522K 0.01%
1,933
471
$520K 0.01%
10,895
+10,000
472
$518K 0.01%
2,630
473
$515K 0.01%
2,362
474
$515K 0.01%
4,961
-2,060
475
$508K 0.01%
8,726
+624
17 18
19
20 21