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
1201
$19K ﹤0.01%
450
1202
$18K ﹤0.01%
388
1203
$18K ﹤0.01%
518
1204
$18K ﹤0.01%
437
1205
$18K ﹤0.01%
+200
1206
$18K ﹤0.01%
187
1207
$18K ﹤0.01%
492
1208
$18K ﹤0.01%
240
1209
$18K ﹤0.01%
763
-105
1210
$18K ﹤0.01%
+112
1211
$18K ﹤0.01%
436
-23
1212
$18K ﹤0.01%
+632
1213
$18K ﹤0.01%
255
1214
$18K ﹤0.01%
730
1215
$18K ﹤0.01%
195
1216
$18K ﹤0.01%
152
1217
$17K ﹤0.01%
+313
1218
$17K ﹤0.01%
3,665
1219
$17K ﹤0.01%
+583
1220
$17K ﹤0.01%
430
+60
1221
$17K ﹤0.01%
139
1222
$17K ﹤0.01%
148
1223
$17K ﹤0.01%
54
1224
$17K ﹤0.01%
209
1225
$17K ﹤0.01%
75