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
726
$156K ﹤0.01%
2,515
727
$156K ﹤0.01%
3,169
728
$154K ﹤0.01%
1,698
729
$154K ﹤0.01%
5,207
+4,730
730
$154K ﹤0.01%
1,000
731
$153K ﹤0.01%
3,660
+33
732
$153K ﹤0.01%
10,153
733
$153K ﹤0.01%
4,240
734
$152K ﹤0.01%
646
735
$151K ﹤0.01%
200
736
$151K ﹤0.01%
246
+60
737
$151K ﹤0.01%
4,800
738
$148K ﹤0.01%
725
+633
739
$148K ﹤0.01%
2,074
+95
740
$147K ﹤0.01%
1,235
741
$147K ﹤0.01%
2,080
-460
742
$146K ﹤0.01%
11,876
743
$146K ﹤0.01%
2,285
744
$145K ﹤0.01%
+8,001
745
$145K ﹤0.01%
8,437
746
$144K ﹤0.01%
1,399
747
$143K ﹤0.01%
2,974
+1,800
748
$143K ﹤0.01%
3,058
749
$142K ﹤0.01%
1,015
750
$141K ﹤0.01%
3,500
28 29
30
31 32