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
$4.95B
AUM Growth
-$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,810
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.76M
3
+$5.07M
4
POOL icon
Pool Corp
POOL
+$4.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.39M
4
MBUU icon
Malibu Boats
MBUU
+$4.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.9M

Sector Composition

1 Technology 18.31%
2 Financials 12.07%
3 Healthcare 11.24%
4 Consumer Discretionary 7.02%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$87K ﹤0.01%
872
-28
827
$87K ﹤0.01%
3,331
+127
828
$87K ﹤0.01%
1,085
+119
829
$86K ﹤0.01%
575
-12
830
$86K ﹤0.01%
+7,888
831
$86K ﹤0.01%
+3,999
832
$85K ﹤0.01%
2,286
+527
833
$85K ﹤0.01%
17,610
834
$84K ﹤0.01%
+2,500
835
$84K ﹤0.01%
542
+5
836
$83K ﹤0.01%
810
837
$83K ﹤0.01%
12,107
838
$83K ﹤0.01%
6,651
839
$82K ﹤0.01%
4,523
840
$82K ﹤0.01%
1,782
+595
841
$82K ﹤0.01%
1,885
-50
842
$82K ﹤0.01%
1,250
843
$82K ﹤0.01%
1,554
-77,671
844
$82K ﹤0.01%
2,475
845
$81K ﹤0.01%
2,111
-1
846
$81K ﹤0.01%
1,762
+141
847
$81K ﹤0.01%
3,038
848
$81K ﹤0.01%
2,035
849
$81K ﹤0.01%
387
+51
850
$81K ﹤0.01%
1,726
32 33
34
35 36