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
626
$253K ﹤0.01%
4,308
627
$251K ﹤0.01%
1,144
+224
628
$250K ﹤0.01%
15,712
629
$249K ﹤0.01%
1,335
+13
630
$249K ﹤0.01%
17,089
-1,411
631
$248K ﹤0.01%
4,221
632
$246K ﹤0.01%
2,551
+459
633
$245K ﹤0.01%
2,212
634
$241K ﹤0.01%
3,742
635
$240K ﹤0.01%
1,790
636
$240K ﹤0.01%
1,656
637
$238K ﹤0.01%
28,865
-7,680
638
$238K ﹤0.01%
1,970
639
$235K ﹤0.01%
2,856
+236
640
$235K ﹤0.01%
11,600
641
$235K ﹤0.01%
2,053
-134
642
$232K ﹤0.01%
2,298
+1,323
643
$229K ﹤0.01%
3,665
644
$227K ﹤0.01%
1,961
+69
645
$226K ﹤0.01%
11,875
+572
646
$224K ﹤0.01%
3,839
647
$224K ﹤0.01%
3,344
648
$224K ﹤0.01%
4,727
+1,487
649
$224K ﹤0.01%
1,452
+683
650
$223K ﹤0.01%
21,496
-9,269
24 25
26
27 28