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
951
$56K ﹤0.01%
2,786
+1,444
952
$56K ﹤0.01%
1,986
+1,400
953
$56K ﹤0.01%
737
+506
954
$56K ﹤0.01%
1,073
955
$56K ﹤0.01%
1,162
956
$56K ﹤0.01%
2,625
+2,250
957
$56K ﹤0.01%
1,415
958
$56K ﹤0.01%
995
959
$56K ﹤0.01%
2,000
960
$56K ﹤0.01%
280
961
$55K ﹤0.01%
+2,382
962
$54K ﹤0.01%
2,146
963
$54K ﹤0.01%
565
964
$54K ﹤0.01%
2,023
965
$54K ﹤0.01%
937
966
$53K ﹤0.01%
325
+104
967
$53K ﹤0.01%
1,121
968
$53K ﹤0.01%
392
969
$53K ﹤0.01%
3,572
-9,006
970
$52K ﹤0.01%
485
971
$52K ﹤0.01%
600
-8
972
$52K ﹤0.01%
2,625
+2,250
973
$52K ﹤0.01%
2,839
974
$51K ﹤0.01%
1,000
975
$51K ﹤0.01%
111
+104
37 38
39
40 41