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
851
$90K ﹤0.01%
1,123
852
$89K ﹤0.01%
2,464
853
$89K ﹤0.01%
1,469
+560
854
$89K ﹤0.01%
2,475
855
$87K ﹤0.01%
810
856
$87K ﹤0.01%
587
857
$87K ﹤0.01%
994
858
$86K ﹤0.01%
2,112
859
$86K ﹤0.01%
1,250
860
$86K ﹤0.01%
375
861
$86K ﹤0.01%
340
+100
862
$85K ﹤0.01%
3,002
+303
863
$83K ﹤0.01%
2,223
864
$81K ﹤0.01%
801
865
$81K ﹤0.01%
732
+82
866
$81K ﹤0.01%
246
867
$81K ﹤0.01%
13,273
+1,631
868
$81K ﹤0.01%
1,131
869
$80K ﹤0.01%
314
-23
870
$80K ﹤0.01%
3,760
+160
871
$80K ﹤0.01%
970
+450
872
$80K ﹤0.01%
395
873
$80K ﹤0.01%
4,446
+117
874
$80K ﹤0.01%
3,825
875
$79K ﹤0.01%
1,411
33 34
35
36 37