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
1276
$13K ﹤0.01%
+741
1277
$13K ﹤0.01%
220
1278
$13K ﹤0.01%
180
1279
$13K ﹤0.01%
746
+336
1280
$13K ﹤0.01%
160
1281
$13K ﹤0.01%
189
1282
$13K ﹤0.01%
73
1283
$13K ﹤0.01%
+62
1284
$13K ﹤0.01%
+85
1285
$13K ﹤0.01%
+70
1286
$12K ﹤0.01%
67
1287
$12K ﹤0.01%
130
1288
$12K ﹤0.01%
+1,000
1289
$12K ﹤0.01%
1,553
1290
$12K ﹤0.01%
262
1291
$12K ﹤0.01%
196
1292
$12K ﹤0.01%
100
+18
1293
$12K ﹤0.01%
+116
1294
$12K ﹤0.01%
+2,530
1295
$12K ﹤0.01%
+89
1296
$11K ﹤0.01%
+2,009
1297
$11K ﹤0.01%
530
+518
1298
$11K ﹤0.01%
432
1299
$11K ﹤0.01%
+307
1300
$11K ﹤0.01%
189
50 51
52
53 54