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
551
$365K 0.01%
3,960
+23
552
$364K 0.01%
6,739
553
$361K 0.01%
8,289
+841
554
$361K 0.01%
+3,050
555
$359K 0.01%
3,344
+88
556
$359K 0.01%
22,763
557
$355K 0.01%
4,913
+893
558
$350K 0.01%
5,250
559
$350K 0.01%
3,697
-280
560
$347K 0.01%
14,256
561
$346K 0.01%
23,089
562
$344K 0.01%
6,659
563
$344K 0.01%
2,660
+400
564
$342K 0.01%
7,980
565
$339K 0.01%
3,412
566
$338K 0.01%
19,035
567
$335K 0.01%
5,003
+47
568
$335K 0.01%
3,697
-60
569
$334K 0.01%
3,148
570
$333K 0.01%
6,098
571
$332K 0.01%
1,134
572
$330K 0.01%
13,051
573
$329K 0.01%
2,890
574
$326K 0.01%
5,070
575
$326K 0.01%
10,100
21 22
23
24 25