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
876
$79K ﹤0.01%
1,621
+1,241
877
$79K ﹤0.01%
400
878
$78K ﹤0.01%
119
879
$78K ﹤0.01%
1,293
-112
880
$78K ﹤0.01%
2,993
881
$77K ﹤0.01%
+3,000
882
$77K ﹤0.01%
+700
883
$77K ﹤0.01%
2,820
884
$77K ﹤0.01%
1,266
-1,916
885
$77K ﹤0.01%
+1,674
886
$76K ﹤0.01%
2,254
887
$76K ﹤0.01%
592
888
$76K ﹤0.01%
3,650
889
$76K ﹤0.01%
1,372
890
$74K ﹤0.01%
1,796
891
$74K ﹤0.01%
2,307
892
$74K ﹤0.01%
2,449
+627
893
$74K ﹤0.01%
437
-1
894
$73K ﹤0.01%
1,716
895
$72K ﹤0.01%
1,000
896
$72K ﹤0.01%
+524
897
$72K ﹤0.01%
301
898
$72K ﹤0.01%
2,145
899
$72K ﹤0.01%
722
-5
900
$71K ﹤0.01%
+1,187
34 35
36
37 38