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
1226
$16K ﹤0.01%
750
1227
$16K ﹤0.01%
262
1228
$16K ﹤0.01%
306
1229
$16K ﹤0.01%
357
1230
$16K ﹤0.01%
1,051
+515
1231
$16K ﹤0.01%
397
1232
$16K ﹤0.01%
282
1233
$16K ﹤0.01%
255
1234
$16K ﹤0.01%
180
1235
$16K ﹤0.01%
450
1236
$16K ﹤0.01%
211
+16
1237
$15K ﹤0.01%
85
1238
$15K ﹤0.01%
100
1239
$15K ﹤0.01%
200
1240
$15K ﹤0.01%
8,363
-2,645
1241
$15K ﹤0.01%
1,132
-33,200
1242
$14K ﹤0.01%
187
1243
$14K ﹤0.01%
+115
1244
$14K ﹤0.01%
145
-50
1245
$14K ﹤0.01%
142
+12
1246
$14K ﹤0.01%
+1,168
1247
$14K ﹤0.01%
467
1248
$14K ﹤0.01%
583
1249
$14K ﹤0.01%
122
1250
$14K ﹤0.01%
300
48 49
50
51 52