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
1226
$17K ﹤0.01%
139
1227
$17K ﹤0.01%
148
1228
$16K ﹤0.01%
766
1229
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77
-150
1230
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795
+635
1231
$16K ﹤0.01%
+373
1232
$16K ﹤0.01%
1,259
1233
$16K ﹤0.01%
231
1234
$16K ﹤0.01%
460
1235
$16K ﹤0.01%
324
1236
$16K ﹤0.01%
280
1237
$16K ﹤0.01%
100
-11
1238
$16K ﹤0.01%
100
1239
$16K ﹤0.01%
+227
1240
$15K ﹤0.01%
199
-924
1241
$15K ﹤0.01%
470
1242
$15K ﹤0.01%
671
1243
$15K ﹤0.01%
627
+504
1244
$15K ﹤0.01%
357
1245
$15K ﹤0.01%
2,500
1246
$15K ﹤0.01%
+311
1247
$15K ﹤0.01%
975
1248
$15K ﹤0.01%
273
1249
$15K ﹤0.01%
+1,000
1250
$15K ﹤0.01%
46
48 49
50
51 52