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
1076
$31K ﹤0.01%
+100
1077
$31K ﹤0.01%
1,159
1078
$31K ﹤0.01%
1,229
-720
1079
$31K ﹤0.01%
1,008
1080
$31K ﹤0.01%
665
1081
$30K ﹤0.01%
214
1082
$30K ﹤0.01%
300
1083
$30K ﹤0.01%
400
1084
$30K ﹤0.01%
216
1085
$30K ﹤0.01%
617
1086
$30K ﹤0.01%
390
1087
$30K ﹤0.01%
485
+15
1088
$30K ﹤0.01%
260
1089
$30K ﹤0.01%
223
1090
$30K ﹤0.01%
447
1091
$30K ﹤0.01%
+655
1092
$30K ﹤0.01%
636
1093
$30K ﹤0.01%
646
+400
1094
$30K ﹤0.01%
330
1095
$30K ﹤0.01%
272
-41
1096
$29K ﹤0.01%
1,986
1097
$29K ﹤0.01%
990
1098
$29K ﹤0.01%
1,338
1099
$29K ﹤0.01%
449
1100
$29K ﹤0.01%
380
+294