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
1001
$45K ﹤0.01%
910
1002
$45K ﹤0.01%
1,572
1003
$45K ﹤0.01%
1,338
1004
$45K ﹤0.01%
+2,631
1005
$45K ﹤0.01%
199
1006
$45K ﹤0.01%
500
1007
$45K ﹤0.01%
1,911
1008
$44K ﹤0.01%
179
1009
$44K ﹤0.01%
473
+235
1010
$44K ﹤0.01%
1,000
1011
$43K ﹤0.01%
640
1012
$43K ﹤0.01%
2,150
1013
$43K ﹤0.01%
+400
1014
$43K ﹤0.01%
1,500
1015
$42K ﹤0.01%
247
1016
$42K ﹤0.01%
1,750
1017
$42K ﹤0.01%
1,302
1018
$42K ﹤0.01%
1,572
1019
$42K ﹤0.01%
502
1020
$41K ﹤0.01%
463
1021
$41K ﹤0.01%
1,300
+285
1022
$41K ﹤0.01%
297
1023
$41K ﹤0.01%
79
1024
$41K ﹤0.01%
630
1025
$41K ﹤0.01%
154
39 40
41
42 43