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
676
$201K ﹤0.01%
9,375
-1,000
677
$199K ﹤0.01%
869
+108
678
$198K ﹤0.01%
3,276
679
$198K ﹤0.01%
13,750
680
$197K ﹤0.01%
5,299
+5,257
681
$196K ﹤0.01%
1,896
682
$196K ﹤0.01%
8,292
+7,400
683
$194K ﹤0.01%
+1,874
684
$192K ﹤0.01%
1,055
685
$192K ﹤0.01%
6,316
-3,146
686
$190K ﹤0.01%
3,164
687
$188K ﹤0.01%
46,953
688
$187K ﹤0.01%
1,392
-300
689
$182K ﹤0.01%
5,041
690
$181K ﹤0.01%
+2,500
691
$181K ﹤0.01%
+4,113
692
$179K ﹤0.01%
4,319
+138
693
$178K ﹤0.01%
1,537
694
$177K ﹤0.01%
2,659
-673
695
$177K ﹤0.01%
1,263
+117
696
$175K ﹤0.01%
3,500
697
$175K ﹤0.01%
1,293
698
$174K ﹤0.01%
1,150
699
$172K ﹤0.01%
325
700
$172K ﹤0.01%
1,800
26 27
28
29 30