WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+10.43%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$6.15B
AUM Growth
+$662M
(+12%)
Cap. Flow
+$148M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
28.43%
Holding
1,626
New
117
Increased
459
Reduced
226
Closed
31
Top Buys
| 1 |
Apple
AAPL
|
+$10.7M |
| 2 |
Coinbase
COIN
|
+$10.2M |
| 3 |
Unity
U
|
+$9.63M |
| 4 |
PayPal
PYPL
|
+$6.61M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.58M |
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$6.65M |
| 2 |
Cadence Design Systems
CDNS
|
+$6.21M |
| 3 |
AZPN
ASPEN TECHNOLOGY INC
AZPN
|
+$5.24M |
| 4 |
AT&T
T
|
+$5.06M |
| 5 |
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% |
