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
651
$223K ﹤0.01%
910
652
$220K ﹤0.01%
6,872
+14
653
$220K ﹤0.01%
9,430
+2,200
654
$219K ﹤0.01%
+3,900
655
$219K ﹤0.01%
5,122
+767
656
$218K ﹤0.01%
1,221
+487
657
$218K ﹤0.01%
1,048
658
$215K ﹤0.01%
854
-21
659
$215K ﹤0.01%
1,200
660
$212K ﹤0.01%
6,335
+3,000
661
$212K ﹤0.01%
3,108
-160
662
$212K ﹤0.01%
576
-34
663
$211K ﹤0.01%
4,058
+2,003
664
$211K ﹤0.01%
3,044
+2,465
665
$211K ﹤0.01%
1,530
666
$210K ﹤0.01%
10,000
667
$209K ﹤0.01%
2,443
668
$208K ﹤0.01%
5,641
+75
669
$208K ﹤0.01%
10,000
670
$206K ﹤0.01%
2,285
671
$206K ﹤0.01%
1,282
+900
672
$205K ﹤0.01%
2,655
673
$204K ﹤0.01%
9,700
674
$203K ﹤0.01%
5,949
675
$202K ﹤0.01%
12,956
25 26
27
28 29