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
601
$283K ﹤0.01%
20,500
602
$281K ﹤0.01%
6,770
603
$281K ﹤0.01%
998
+2
604
$279K ﹤0.01%
4,976
-4,725
605
$278K ﹤0.01%
5,571
-264
606
$277K ﹤0.01%
3,355
-66
607
$276K ﹤0.01%
5,860
+5,000
608
$275K ﹤0.01%
4,373
609
$274K ﹤0.01%
5,454
610
$274K ﹤0.01%
3,322
611
$267K ﹤0.01%
1,050
612
$266K ﹤0.01%
4,724
+1,406
613
$264K ﹤0.01%
6,580
-186
614
$263K ﹤0.01%
155
615
$263K ﹤0.01%
15,886
616
$262K ﹤0.01%
1,432
617
$262K ﹤0.01%
3,823
+1,700
618
$261K ﹤0.01%
3,919
619
$260K ﹤0.01%
3,665
+15
620
$259K ﹤0.01%
2,859
+2,187
621
$258K ﹤0.01%
9,314
-730
622
$258K ﹤0.01%
3,359
623
$255K ﹤0.01%
5,500
624
$254K ﹤0.01%
842
+98
625
$254K ﹤0.01%
2,914
+1,594
23 24
25
26 27