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
476
$507K 0.01%
2,932
477
$506K 0.01%
5,911
+145
478
$506K 0.01%
2,388
479
$505K 0.01%
8,694
480
$504K 0.01%
10,597
+9
481
$502K 0.01%
2,369
482
$500K 0.01%
8,798
-771
483
$497K 0.01%
1,327
484
$495K 0.01%
6,456
+1,202
485
$493K 0.01%
4,500
486
$492K 0.01%
10,896
+13
487
$491K 0.01%
4,527
488
$490K 0.01%
+25,000
489
$488K 0.01%
1,668
+456
490
$484K 0.01%
9,534
491
$479K 0.01%
4,156
+1,450
492
$474K 0.01%
7,291
+211
493
$473K 0.01%
14,391
494
$467K 0.01%
4,131
495
$466K 0.01%
12,469
+11,004
496
$464K 0.01%
6,292
497
$462K 0.01%
1,314
+714
498
$461K 0.01%
11,794
-328
499
$461K 0.01%
6,999
-264
500
$459K 0.01%
20,920
-6,393
18 19
20
21 22