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
1051
$35K ﹤0.01%
191
1052
$35K ﹤0.01%
963
1053
$35K ﹤0.01%
817
1054
$34K ﹤0.01%
+1,500
1055
$34K ﹤0.01%
282
-18
1056
$34K ﹤0.01%
365
1057
$34K ﹤0.01%
949
-60
1058
$34K ﹤0.01%
316
1059
$34K ﹤0.01%
+693
1060
$34K ﹤0.01%
1,441
1061
$33K ﹤0.01%
1,247
1062
$33K ﹤0.01%
5,511
1063
$33K ﹤0.01%
1,533
1064
$33K ﹤0.01%
576
+415
1065
$32K ﹤0.01%
375
1066
$32K ﹤0.01%
+962
1067
$32K ﹤0.01%
803
1068
$32K ﹤0.01%
646
+246
1069
$32K ﹤0.01%
2,391
1070
$32K ﹤0.01%
474
+100
1071
$32K ﹤0.01%
1,441
+340
1072
$32K ﹤0.01%
733
+467
1073
$32K ﹤0.01%
+1,063
1074
$32K ﹤0.01%
1,241
+534
1075
$31K ﹤0.01%
835
-268
41 42
43
44 45