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
976
$51K ﹤0.01%
1,191
+1,023
977
$51K ﹤0.01%
624
978
$51K ﹤0.01%
2,273
979
$50K ﹤0.01%
422
980
$50K ﹤0.01%
716
981
$49K ﹤0.01%
202
982
$48K ﹤0.01%
11,008
983
$48K ﹤0.01%
1,464
984
$48K ﹤0.01%
620
-18
985
$48K ﹤0.01%
1,261
986
$48K ﹤0.01%
1,300
987
$48K ﹤0.01%
1,815
988
$47K ﹤0.01%
+1,600
989
$47K ﹤0.01%
1,079
+579
990
$47K ﹤0.01%
387
991
$47K ﹤0.01%
994
992
$47K ﹤0.01%
389
+3
993
$47K ﹤0.01%
360
994
$47K ﹤0.01%
701
995
$46K ﹤0.01%
1,000
996
$46K ﹤0.01%
1,515
-1,598
997
$46K ﹤0.01%
+2,200
998
$46K ﹤0.01%
1,701
999
$46K ﹤0.01%
283
-92
1000
$46K ﹤0.01%
283
-385
38 39
40
41 42