WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$11.7M
2
+$10.3M
3
+$9.5M
4
PYPL icon
PayPal
PYPL
+$7.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.55M

Top Sells

1
+$6.65M
2
+$5.81M
3
+$5.24M
4
T icon
AT&T
T
+$5.09M
5
MDB icon
MongoDB
MDB
+$3.52M

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
1076
$31K ﹤0.01%
1,229
-720
1077
$31K ﹤0.01%
1,008
1078
$31K ﹤0.01%
+100
1079
$31K ﹤0.01%
665
1080
$31K ﹤0.01%
835
-268
1081
$30K ﹤0.01%
+655
1082
$30K ﹤0.01%
636
1083
$30K ﹤0.01%
300
1084
$30K ﹤0.01%
214
1085
$30K ﹤0.01%
400
1086
$30K ﹤0.01%
216
1087
$30K ﹤0.01%
617
1088
$30K ﹤0.01%
390
1089
$30K ﹤0.01%
485
+15
1090
$30K ﹤0.01%
260
1091
$30K ﹤0.01%
223
1092
$30K ﹤0.01%
447
1093
$30K ﹤0.01%
646
+400
1094
$30K ﹤0.01%
330
1095
$30K ﹤0.01%
272
-41
1096
$29K ﹤0.01%
380
+294
1097
$29K ﹤0.01%
500
1098
$29K ﹤0.01%
1,496
1099
$29K ﹤0.01%
3,000
1100
$29K ﹤0.01%
1,986
42 43
44
45 46