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
1101
$29K ﹤0.01%
500
1102
$29K ﹤0.01%
1,496
1103
$29K ﹤0.01%
175
1104
$29K ﹤0.01%
3,000
1105
$28K ﹤0.01%
4,115
1106
$28K ﹤0.01%
749
1107
$28K ﹤0.01%
120
1108
$28K ﹤0.01%
642
1109
$28K ﹤0.01%
2,192
1110
$28K ﹤0.01%
738
+356
1111
$28K ﹤0.01%
600
1112
$28K ﹤0.01%
1,000
1113
$27K ﹤0.01%
402
1114
$27K ﹤0.01%
195
1115
$27K ﹤0.01%
208
+43
1116
$27K ﹤0.01%
132
1117
$27K ﹤0.01%
1,029
1118
$27K ﹤0.01%
517
1119
$26K ﹤0.01%
+1,442
1120
$26K ﹤0.01%
963
-35
1121
$26K ﹤0.01%
1,006
1122
$26K ﹤0.01%
205
1123
$26K ﹤0.01%
+800
1124
$26K ﹤0.01%
+509
1125
$26K ﹤0.01%
262
43 44
45
46 47