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
1026
$41K ﹤0.01%
762
1027
$41K ﹤0.01%
482
1028
$40K ﹤0.01%
394
1029
$40K ﹤0.01%
1,206
-8
1030
$40K ﹤0.01%
925
1031
$40K ﹤0.01%
718
1032
$39K ﹤0.01%
600
1033
$39K ﹤0.01%
2,500
1034
$39K ﹤0.01%
1,397
+596
1035
$39K ﹤0.01%
2,333
1036
$39K ﹤0.01%
10
1037
$38K ﹤0.01%
496
1038
$38K ﹤0.01%
1,655
1039
$38K ﹤0.01%
399
1040
$38K ﹤0.01%
491
1041
$38K ﹤0.01%
167
1042
$37K ﹤0.01%
318
-70
1043
$37K ﹤0.01%
522
+240
1044
$37K ﹤0.01%
914
1045
$36K ﹤0.01%
+433
1046
$36K ﹤0.01%
2,577
-174
1047
$36K ﹤0.01%
151
1048
$36K ﹤0.01%
1,162
1049
$36K ﹤0.01%
181
+132
1050
$36K ﹤0.01%
398
40 41
42
43 44