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
701
$172K ﹤0.01%
5,729
702
$171K ﹤0.01%
2,301
703
$171K ﹤0.01%
415
+1
704
$171K ﹤0.01%
1,091
705
$170K ﹤0.01%
1,909
706
$170K ﹤0.01%
3,747
707
$169K ﹤0.01%
1,815
+567
708
$169K ﹤0.01%
4,110
+250
709
$166K ﹤0.01%
279
+180
710
$165K ﹤0.01%
1,532
+901
711
$165K ﹤0.01%
772
-20
712
$164K ﹤0.01%
3,583
713
$164K ﹤0.01%
2,401
+303
714
$163K ﹤0.01%
1,908
715
$163K ﹤0.01%
2,379
+68
716
$162K ﹤0.01%
2,026
+1,548
717
$162K ﹤0.01%
2,624
718
$160K ﹤0.01%
1,364
719
$160K ﹤0.01%
7,900
+2,900
720
$160K ﹤0.01%
3,053
+2,100
721
$159K ﹤0.01%
2,014
722
$159K ﹤0.01%
6,461
+3,453
723
$158K ﹤0.01%
3,336
+1,045
724
$156K ﹤0.01%
3,526
725
$156K ﹤0.01%
8,786
27 28
29
30 31