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
826
$99K ﹤0.01%
+1,320
827
$98K ﹤0.01%
2,000
828
$98K ﹤0.01%
+1,500
829
$97K ﹤0.01%
3,038
830
$96K ﹤0.01%
724
+210
831
$96K ﹤0.01%
1,353
-103
832
$96K ﹤0.01%
2,450
833
$95K ﹤0.01%
4,866
834
$94K ﹤0.01%
812
+40
835
$94K ﹤0.01%
850
836
$94K ﹤0.01%
2,300
837
$94K ﹤0.01%
2,975
+2,050
838
$93K ﹤0.01%
2,356
839
$93K ﹤0.01%
8,588
840
$93K ﹤0.01%
1,814
-37
841
$92K ﹤0.01%
274
842
$92K ﹤0.01%
1,001
843
$92K ﹤0.01%
4,230
844
$92K ﹤0.01%
1,653
-1,140
845
$92K ﹤0.01%
502
+177
846
$91K ﹤0.01%
1,050
847
$91K ﹤0.01%
350
848
$90K ﹤0.01%
760
+367
849
$90K ﹤0.01%
1,935
850
$90K ﹤0.01%
330
32 33
34
35 36