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
901
$70K ﹤0.01%
1,236
902
$70K ﹤0.01%
771
903
$70K ﹤0.01%
454
+68
904
$70K ﹤0.01%
+1,058
905
$69K ﹤0.01%
516
+56
906
$69K ﹤0.01%
800
907
$69K ﹤0.01%
10,000
+5,000
908
$69K ﹤0.01%
+2,400
909
$69K ﹤0.01%
831
910
$68K ﹤0.01%
3,000
911
$68K ﹤0.01%
1,731
912
$68K ﹤0.01%
+3,000
913
$68K ﹤0.01%
225
914
$67K ﹤0.01%
1,302
+450
915
$67K ﹤0.01%
2,031
916
$67K ﹤0.01%
3,081
917
$66K ﹤0.01%
1,319
-779
918
$66K ﹤0.01%
3,644
+20
919
$65K ﹤0.01%
928
920
$65K ﹤0.01%
1,454
921
$65K ﹤0.01%
2,180
922
$64K ﹤0.01%
1,663
923
$64K ﹤0.01%
1,566
+7
924
$63K ﹤0.01%
537
925
$63K ﹤0.01%
610
35 36
37
38 39