WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1126
$26K ﹤0.01%
+509
1127
$25K ﹤0.01%
290
+147
1128
$25K ﹤0.01%
2,437
1129
$25K ﹤0.01%
1,391
-231
1130
$25K ﹤0.01%
281
1131
$25K ﹤0.01%
411
1132
$25K ﹤0.01%
188
1133
$25K ﹤0.01%
412
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%
523
1140
$24K ﹤0.01%
336
1141
$24K ﹤0.01%
571
-513
1142
$24K ﹤0.01%
+370
1143
$24K ﹤0.01%
55
1144
$24K ﹤0.01%
199
-1
1145
$23K ﹤0.01%
+425
1146
$23K ﹤0.01%
269
1147
$23K ﹤0.01%
1,055
1148
$23K ﹤0.01%
274
+229
1149
$23K ﹤0.01%
+121
1150
$23K ﹤0.01%
+875
44 45
46
47 48