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
$4.95B
AUM Growth
-$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.76M
3
+$5.07M
4
POOL icon
Pool Corp
POOL
+$4.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.39M
4
MBUU icon
Malibu Boats
MBUU
+$4.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.9M

Sector Composition

1 Technology 18.31%
2 Financials 12.07%
3 Healthcare 11.24%
4 Consumer Discretionary 7.02%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$33K ﹤0.01%
229
1052
$33K ﹤0.01%
302
1053
$32K ﹤0.01%
630
1054
$32K ﹤0.01%
1,861
+140
1055
$31K ﹤0.01%
2,382
1056
$31K ﹤0.01%
599
1057
$31K ﹤0.01%
3,760
1058
$31K ﹤0.01%
1,000
1059
$31K ﹤0.01%
2,500
1060
$31K ﹤0.01%
646
1061
$31K ﹤0.01%
1,572
1062
$31K ﹤0.01%
1,029
1063
$30K ﹤0.01%
346
1064
$30K ﹤0.01%
422
1065
$30K ﹤0.01%
1,372
-25
1066
$30K ﹤0.01%
883
+28
1067
$30K ﹤0.01%
597
+75
1068
$30K ﹤0.01%
798
1069
$30K ﹤0.01%
785
+262
1070
$30K ﹤0.01%
3,308
1071
$30K ﹤0.01%
546
1072
$30K ﹤0.01%
552
+140
1073
$29K ﹤0.01%
247
1074
$29K ﹤0.01%
1,000
1075
$29K ﹤0.01%
3,320
41 42
43
44 45