WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$11.7M
2
+$10.3M
3
+$9.5M
4
PYPL icon
PayPal
PYPL
+$7.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.55M

Top Sells

1
+$6.65M
2
+$5.81M
3
+$5.24M
4
T icon
AT&T
T
+$5.09M
5
MDB icon
MongoDB
MDB
+$3.52M

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
751
$140K ﹤0.01%
2,057
+14
752
$140K ﹤0.01%
597
753
$140K ﹤0.01%
5,200
754
$139K ﹤0.01%
6,000
755
$138K ﹤0.01%
2,335
756
$138K ﹤0.01%
+2,080
757
$137K ﹤0.01%
2,459
-56
758
$136K ﹤0.01%
1,000
759
$136K ﹤0.01%
1,421
760
$136K ﹤0.01%
4,558
-3,218
761
$136K ﹤0.01%
9,754
762
$136K ﹤0.01%
3,564
763
$135K ﹤0.01%
4,257
764
$134K ﹤0.01%
710
765
$134K ﹤0.01%
983
+658
766
$134K ﹤0.01%
1,836
767
$133K ﹤0.01%
15,434
768
$130K ﹤0.01%
62
769
$128K ﹤0.01%
455
770
$128K ﹤0.01%
2,097
771
$127K ﹤0.01%
1,545
+65
772
$127K ﹤0.01%
1,730
773
$127K ﹤0.01%
1,997
774
$127K ﹤0.01%
1,797
775
$126K ﹤0.01%
537
29 30
31
32 33