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
$4.95B
AUM Growth
-$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.76M
3
+$5.07M
4
POOL icon
Pool Corp
POOL
+$4.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.39M
4
MBUU icon
Malibu Boats
MBUU
+$4.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.9M

Sector Composition

1 Technology 18.31%
2 Financials 12.07%
3 Healthcare 11.24%
4 Consumer Discretionary 7.02%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$20K ﹤0.01%
307
+137
1177
$20K ﹤0.01%
2,246
1178
$20K ﹤0.01%
211
+15
1179
$20K ﹤0.01%
1,496
1180
$20K ﹤0.01%
272
1181
$20K ﹤0.01%
3,476
1182
$19K ﹤0.01%
336
1183
$19K ﹤0.01%
94
1184
$19K ﹤0.01%
262
1185
$19K ﹤0.01%
1,006
1186
$19K ﹤0.01%
+774
1187
$19K ﹤0.01%
+270
1188
$19K ﹤0.01%
80
1189
$19K ﹤0.01%
118
-7
1190
$19K ﹤0.01%
208
-5
1191
$18K ﹤0.01%
400
-5,600
1192
$18K ﹤0.01%
518
1193
$18K ﹤0.01%
688
+20
1194
$18K ﹤0.01%
258
+30
1195
$18K ﹤0.01%
1,075
-225
1196
$18K ﹤0.01%
564
1197
$18K ﹤0.01%
127
+19
1198
$18K ﹤0.01%
5,511
1199
$18K ﹤0.01%
480
1200
$18K ﹤0.01%
436
46 47
48
49 50