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
751
$140K ﹤0.01%
597
752
$140K ﹤0.01%
5,200
753
$140K ﹤0.01%
2,057
+14
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%
1,836
765
$134K ﹤0.01%
710
766
$134K ﹤0.01%
983
+658
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%
1,797
772
$127K ﹤0.01%
1,545
+65
773
$127K ﹤0.01%
1,730
774
$127K ﹤0.01%
1,997
775
$126K ﹤0.01%
537
29 30
31
32 33