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
926
$63K ﹤0.01%
2,410
927
$63K ﹤0.01%
4,176
928
$63K ﹤0.01%
533
929
$62K ﹤0.01%
1,024
+131
930
$62K ﹤0.01%
3,000
931
$61K ﹤0.01%
756
932
$61K ﹤0.01%
3,250
933
$61K ﹤0.01%
1,225
934
$60K ﹤0.01%
1,200
935
$60K ﹤0.01%
604
936
$60K ﹤0.01%
950
+650
937
$60K ﹤0.01%
314
938
$59K ﹤0.01%
2,270
-262
939
$59K ﹤0.01%
378
+45
940
$59K ﹤0.01%
551
941
$58K ﹤0.01%
3,740
+690
942
$58K ﹤0.01%
3,320
943
$58K ﹤0.01%
+647
944
$58K ﹤0.01%
140
945
$58K ﹤0.01%
591
946
$58K ﹤0.01%
695
947
$58K ﹤0.01%
1,391
948
$58K ﹤0.01%
429
949
$57K ﹤0.01%
1,545
950
$57K ﹤0.01%
3,000
36 37
38
39 40