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
1176
$21K ﹤0.01%
1,572
1177
$20K ﹤0.01%
85
1178
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381
1179
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74
1180
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321
1181
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571
1182
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200
1183
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112
1184
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198
1185
$20K ﹤0.01%
+150
1186
$20K ﹤0.01%
761
+48
1187
$19K ﹤0.01%
727
-133
1188
$19K ﹤0.01%
100
1189
$19K ﹤0.01%
807
1190
$19K ﹤0.01%
863
1191
$19K ﹤0.01%
122
1192
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198
1193
$19K ﹤0.01%
56
1194
$19K ﹤0.01%
2,278
+2,218
1195
$19K ﹤0.01%
90
1196
$19K ﹤0.01%
450
1197
$19K ﹤0.01%
262
1198
$19K ﹤0.01%
+400
1199
$19K ﹤0.01%
108
+48
1200
$19K ﹤0.01%
123
46 47
48
49 50