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
776
$125K ﹤0.01%
+2,365
777
$124K ﹤0.01%
2,000
778
$124K ﹤0.01%
5,000
779
$124K ﹤0.01%
1,159
780
$123K ﹤0.01%
703
781
$121K ﹤0.01%
1,586
782
$121K ﹤0.01%
3,363
-47,155
783
$120K ﹤0.01%
322
784
$119K ﹤0.01%
1,253
+213
785
$118K ﹤0.01%
7,344
786
$117K ﹤0.01%
3,164
787
$117K ﹤0.01%
3,629
788
$116K ﹤0.01%
288
789
$115K ﹤0.01%
2,300
-250
790
$115K ﹤0.01%
500
791
$115K ﹤0.01%
180
+49
792
$115K ﹤0.01%
760
793
$114K ﹤0.01%
15,000
794
$113K ﹤0.01%
2,650
795
$113K ﹤0.01%
12,107
796
$113K ﹤0.01%
179
+141
797
$112K ﹤0.01%
8,298
-110
798
$112K ﹤0.01%
5,850
799
$112K ﹤0.01%
601
800
$112K ﹤0.01%
1,072
30 31
32
33 34