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
1251
$14K ﹤0.01%
200
1252
$14K ﹤0.01%
900
1253
$14K ﹤0.01%
1,235
+110
1254
$14K ﹤0.01%
143
1255
$14K ﹤0.01%
198
1256
$14K ﹤0.01%
1,340
1257
$14K ﹤0.01%
385
1258
$14K ﹤0.01%
253
+34
1259
$14K ﹤0.01%
44
+10
1260
$14K ﹤0.01%
800
1261
$13K ﹤0.01%
366
1262
$13K ﹤0.01%
1,815
-33
1263
$13K ﹤0.01%
152
1264
$13K ﹤0.01%
70
1265
$13K ﹤0.01%
492
-152
1266
$13K ﹤0.01%
200
1267
$13K ﹤0.01%
85
1268
$13K ﹤0.01%
118
-21
1269
$13K ﹤0.01%
208
1270
$13K ﹤0.01%
993
1271
$13K ﹤0.01%
180
-1,272
1272
$13K ﹤0.01%
340
1273
$13K ﹤0.01%
90
+20
1274
$13K ﹤0.01%
150
1275
$13K ﹤0.01%
373
49 50
51
52 53