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
576
$322K 0.01%
5,920
-450
577
$320K 0.01%
2,754
+2,144
578
$317K 0.01%
2,261
-108
579
$317K 0.01%
5,834
580
$317K 0.01%
2,810
581
$315K 0.01%
13,110
-266
582
$314K 0.01%
2,620
583
$314K 0.01%
3,226
+2,000
584
$309K 0.01%
2,349
585
$309K 0.01%
5,252
-184
586
$308K 0.01%
3,210
587
$305K 0.01%
2,830
+230
588
$301K ﹤0.01%
11,327
-8,100
589
$296K ﹤0.01%
3,797
590
$296K ﹤0.01%
6,811
-1,000
591
$295K ﹤0.01%
10,000
592
$294K ﹤0.01%
864
593
$293K ﹤0.01%
3,078
594
$293K ﹤0.01%
3,440
595
$291K ﹤0.01%
2,840
596
$290K ﹤0.01%
1,500
597
$290K ﹤0.01%
1,972
+185
598
$287K ﹤0.01%
4,000
599
$286K ﹤0.01%
1,259
+58
600
$285K ﹤0.01%
9,506
22 23
24
25 26