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
501
$458K 0.01%
3,301
+320
502
$455K 0.01%
1,092
503
$450K 0.01%
15,350
504
$448K 0.01%
9,000
505
$447K 0.01%
3,271
+263
506
$446K 0.01%
9,930
+57
507
$445K 0.01%
11,954
508
$444K 0.01%
5,103
-287
509
$444K 0.01%
4,330
+2,212
510
$440K 0.01%
31,613
+4,191
511
$439K 0.01%
12,261
512
$439K 0.01%
5,405
513
$439K 0.01%
9,780
514
$431K 0.01%
2,700
+16
515
$427K 0.01%
8,638
-164
516
$423K 0.01%
3,880
517
$423K 0.01%
8,271
518
$420K 0.01%
1,940
519
$418K 0.01%
+17,548
520
$417K 0.01%
3,641
521
$415K 0.01%
10,076
+158
522
$414K 0.01%
5,350
+1,000
523
$414K 0.01%
14,388
524
$411K 0.01%
3,770
+757
525
$411K 0.01%
3,044
-132
19 20
21
22 23