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
801
$111K ﹤0.01%
+800
802
$111K ﹤0.01%
1,307
+357
803
$110K ﹤0.01%
+1,300
804
$110K ﹤0.01%
430
805
$109K ﹤0.01%
1,680
-257
806
$109K ﹤0.01%
1,328
-116
807
$109K ﹤0.01%
1,050
808
$108K ﹤0.01%
423
-36
809
$107K ﹤0.01%
3,484
810
$107K ﹤0.01%
4,772
811
$106K ﹤0.01%
3,309
812
$105K ﹤0.01%
4,192
813
$105K ﹤0.01%
1,905
+1,500
814
$103K ﹤0.01%
700
815
$102K ﹤0.01%
2,400
816
$102K ﹤0.01%
1,250
817
$102K ﹤0.01%
2,196
+196
818
$102K ﹤0.01%
17,610
819
$102K ﹤0.01%
948
820
$101K ﹤0.01%
1,726
+1,283
821
$101K ﹤0.01%
1,019
822
$100K ﹤0.01%
4,000
823
$100K ﹤0.01%
760
+89
824
$99K ﹤0.01%
900
825
$99K ﹤0.01%
1,900
31 32
33
34 35