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
1126
$26K ﹤0.01%
512
1127
$25K ﹤0.01%
412
1128
$25K ﹤0.01%
281
1129
$25K ﹤0.01%
411
1130
$25K ﹤0.01%
290
+147
1131
$25K ﹤0.01%
2,437
1132
$25K ﹤0.01%
188
1133
$25K ﹤0.01%
1,391
-231
1134
$24K ﹤0.01%
4,990
1135
$24K ﹤0.01%
262
1136
$24K ﹤0.01%
340
1137
$24K ﹤0.01%
346
1138
$24K ﹤0.01%
376
1139
$24K ﹤0.01%
55
1140
$24K ﹤0.01%
523
1141
$24K ﹤0.01%
336
1142
$24K ﹤0.01%
199
-1
1143
$24K ﹤0.01%
571
-513
1144
$24K ﹤0.01%
+370
1145
$23K ﹤0.01%
+425
1146
$23K ﹤0.01%
+349
1147
$23K ﹤0.01%
269
1148
$23K ﹤0.01%
112
1149
$23K ﹤0.01%
223
1150
$23K ﹤0.01%
158
44 45
46
47 48