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
1151
$23K ﹤0.01%
219
-5
1152
$23K ﹤0.01%
1,055
1153
$23K ﹤0.01%
274
+229
1154
$23K ﹤0.01%
41
1155
$23K ﹤0.01%
180
1156
$23K ﹤0.01%
+121
1157
$23K ﹤0.01%
+875
1158
$22K ﹤0.01%
644
-62
1159
$22K ﹤0.01%
424
-17
1160
$22K ﹤0.01%
280
1161
$22K ﹤0.01%
95
1162
$22K ﹤0.01%
+800
1163
$22K ﹤0.01%
792
1164
$22K ﹤0.01%
219
1165
$22K ﹤0.01%
186
1166
$22K ﹤0.01%
421
1167
$22K ﹤0.01%
983
+276
1168
$21K ﹤0.01%
+696
1169
$21K ﹤0.01%
283
1170
$21K ﹤0.01%
356
+114
1171
$21K ﹤0.01%
1,049
1172
$21K ﹤0.01%
188
1173
$21K ﹤0.01%
192
1174
$21K ﹤0.01%
200
1175
$21K ﹤0.01%
1,572
45 46
47
48 49